Client-Focused Banking Relationship Specialist

NBMBAA; Horsham (PA); On-site; USD 21,000 - 28,000; Full time

Job summary

Bank of America in Horsham, PA seeks a frontline client associate to engage clients in the lobby and educate on self-service options such as mobile and online banking or ATM transactions.

The role focuses on accurately processing cash transactions, conducting in-depth conversations to understand financial priorities, and connecting clients to solutions aligned with their goals. Weekend and extended hours may be required.

Qualifications

• Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
• Collaborates effectively to get things done, building and nurturing strong relationships
• Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
• Is confident in identifying solutions for new and existing clients based on their needs
• Communicates effectively and confidently and is comfortable engaging all clients
• Has the ability to learn and adapt to new information and technology platforms
• Applies strong critical thinking and problem-solving skills to meet clients' needs
• Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations

Responsibilities

• Executes the bank's risk culture and strives for operational excellence
• Builds relationships with clients to meet financial needs
• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Grows business knowledge and network by partnering with experts in small business, lending, and investments
• Manages financial center traffic, appointments, and outbound calls effectively
• Drives the client experience
• Manages cash responsibilities

Skills

Self-starter

Strong work ethic

Relationship building

Effective communication

Adaptability

Problem solving

Customer focus

Education

Bachelor’s or Associate degree

Job description

Bank of America in Horsham, PA seeks a frontline client associate to engage clients in the lobby and educate on self-service options such as mobile and online banking or ATM transactions.

The role focuses on accurately processing cash transactions, conducting in-depth conversations to understand financial priorities, and connecting clients to solutions aligned with their goals. Weekend and extended hours may be required.