Client Relationship Banker — Growth, Banking Solutions

Bank of America; Mesa (AZ); On-site; USD 36,000 - 48,000; Full time

Job summary

Bank of America in the United States is seeking a Client Service Specialist to engage clients in the lobby and guide them through self-service options such as mobile banking, online banking, or ATM transactions.

You will accurately process cash transactions, have in-depth conversations to understand clients’ financial goals, and connect them to suitable solutions while maintaining compliance and excellent service standards.

Qualifications

• Experience in financial services or customer-facing roles preferred.
• Ability to learn and adapt to banking technology platforms.
• Comfort working weekends and extended hours as needed.
• Bilingual Spanish is required.

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
• Manages financial center traffic, appointments, and outbound calls effectively
• Drives the client experience
• Manages cash responsibilities

Skills

Customer service

Communication

Relationship building

Problem solving

Cash handling

Bilingual Spanish

Education

Bachelor's degree or business-related associate's degree

Tools

ATM

Online banking

Mobile banking

Job description

Bank of America in the United States is seeking a Client Service Specialist to engage clients in the lobby and guide them through self-service options such as mobile banking, online banking, or ATM transactions.

You will accurately process cash transactions, have in-depth conversations to understand clients’ financial goals, and connect them to suitable solutions while maintaining compliance and excellent service standards.