Client Relationship Banker - Banking Solutions Expert

National Black MBA Association; Charlotte, Northern (NC, KY); Hybrid; USD 32,000 - 44,000; Full time

Job summary

Bank of America is seeking a Client Experience Associate to engage clients in the lobby, educate on self-service options, and process cash transactions accurately. The role focuses on building relationships by understanding clients' financial goals and connecting them with appropriate solutions.

Responsibilities include managing center traffic and appointments, outbound calls, and delivering a best-in-class client experience while adhering to laws and internal guidelines.

Qualifications

• Must be a current Year Up Intern.
• Experience in financial services and knowledge of financial services industry is preferred.
• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.

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

Adaptability

Business Acumen

Customer 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

High School Diploma / GED

Bachelor's Degree or business-relevant Associate’s Degree

Job description

Bank of America is seeking a Client Experience Associate to engage clients in the lobby, educate on self-service options, and process cash transactions accurately. The role focuses on building relationships by understanding clients' financial goals and connecting them with appropriate solutions.

Responsibilities include managing center traffic and appointments, outbound calls, and delivering a best-in-class client experience while adhering to laws and internal guidelines.