Client Relationship Banker: Growth & Solutions

National Black MBA Association; Village of Westbury (NY); On-site; USD 52,000 - 56,000; Full time

Job summary

Bank of America is looking for a client-focused Specialist to engage customers in the lobby, educate them about self-service options, and accurately process cash transactions as needed. The role centers on having meaningful conversations to understand clients’ financial priorities and connecting them to the right banking solutions to reach their goals.

You will build relationships, follow established processes, and collaborate with experts in small business, lending, and investments while

Qualifications

• High School Diploma or equivalent.
• Enthusiastic self-starter with a strong work ethic.
• Ability to learn banking platforms.
• Fluent in English; bilingual Spanish preferred.
• Strong communication and problem-solving skills.

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 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

Relationship Building

Bilingual Spanish

Client Experience

Cash Handling

Sales

Education

High School Diploma

Job description

Bank of America is looking for a client-focused Specialist to engage customers in the lobby, educate them about self-service options, and accurately process cash transactions as needed. The role centers on having meaningful conversations to understand clients’ financial priorities and connecting them to the right banking solutions to reach their goals.

You will build relationships, follow established processes, and collaborate with experts in small business, lending, and investments while