Client-Focused Relationship Banking Specialist

NBMBAA; San Antonio (TX); On-site; USD 32,000 - 42,000; Full time

Job summary

Bank of America in San Antonio is seeking a Client Associate to engage clients in the lobby, educate and assist with self-service banking, and accurately process cash transactions. You will build relationships, understand clients’ financial goals, and connect them to suitable solutions across banking products.

The role requires a strong client focus, bilingual Spanish is highly desired, and flexibility to work weekends or extended hours as needed.

Qualifications

• Required: Enthusiastic self-starter with strong work ethic and results focus
• Collaborates effectively to achieve goals and build relationships
• Delivers client experience with solutions based on needs
• Learns and adapts to new information and technology platforms
• Educates clients on self-service banking (ATM, online, mobile) and conducts transactions

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 to do what is right for clients and the bank
• Grows business knowledge by partnering with experts in small business, lending, and investments
• Manages financial center traffic, appointments, and outbound calls
• Drives the client experience
• Manages cash responsibilities

Skills

Adaptability

Business Acumen

Customer and Client Focus

Oral Communications

Problem Solving

Account Management

Client Experience Branding

Client Management

Client Solutions Advisory

Relationship Building

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

Bachelor's degree or business relevant associate degree

Job description

Bank of America in San Antonio is seeking a Client Associate to engage clients in the lobby, educate and assist with self-service banking, and accurately process cash transactions. You will build relationships, understand clients’ financial goals, and connect them to suitable solutions across banking products.

The role requires a strong client focus, bilingual Spanish is highly desired, and flexibility to work weekends or extended hours as needed.