Client Relationship Banking Specialist

Bank of America; Charlotte (NC); On-site; USD 21,000 - 30,000; Full time

Job summary

Bank of America in Charlotte, NC seeks a customer-oriented professional to engage clients in the lobby, educate them on self-service options, and assist with cash transactions. You will build relationships, understand client needs, and connect them with banking solutions while adhering to regulatory standards.

Responsibilities include processing cash, managing center traffic, and coordinating with lending/investment experts to enhance the client experience.

Qualifications

• High school diploma or GED required.
• Experience in financial services or retail banking is a plus.
• Strong communication skills and eagerness to learn and adapt to new technologies.

Responsibilities

• Engage clients in the lobby to educate and assist with transactions using self-service resources.
• Process cash transactions accurately and efficiently.
• Build relationships to understand client needs and connect them to suitable solutions.
• Follow established processes and comply with laws and bank policies.
• Support client experience by managing center traffic, appointments, and outreach calls.
• Collaborate with specialists in lending, investments, and small business.

Skills

Adaptability

Business Acumen

Customer Focus

Oral Communications

Problem Solving

Account Management

Client Experience

Client Management

Client Solutions

Relationship Building

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

High School Diploma or GED

Job description

Bank of America in Charlotte, NC seeks a customer-oriented professional to engage clients in the lobby, educate them on self-service options, and assist with cash transactions. You will build relationships, understand client needs, and connect them with banking solutions while adhering to regulatory standards.

Responsibilities include processing cash, managing center traffic, and coordinating with lending/investment experts to enhance the client experience.