Client Relationship Banking Specialist

Bank of America; North Carolina; On-site; USD 38,000 - 60,000; Full time

Job summary

Bank of America is hiring for a front-line client associate to engage clients in the lobby, educate on self-service options, and process cash transactions. You will build relationships, identify client needs, and connect them to tailored financial solutions within a compliant framework.

The role requires strong communication, adaptability, and a dedication to excellent client service, with weekend/extended hours as needed and potential for growth within banking services.

Qualifications

• Enthusiastic self-starter with strong work ethic and results focus.
• Collaborates effectively to build relationships.
• Passion and drive to improve clients' financial lives.
• Confident in identifying solutions for new and existing clients.
• Effective communicator comfortable engaging all clients.
• Able to learn new information and technology platforms.
• Educates clients on self-service banking transactions.
• Strong critical thinking and problem-solving.
• Follow processes and comply with laws/regulations.
• Efficient time and capacity management.
• Focus on results while acting in client's best interest.
• Weekend/extended hours may be 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 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 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

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is hiring for a front-line client associate to engage clients in the lobby, educate on self-service options, and process cash transactions. You will build relationships, identify client needs, and connect them to tailored financial solutions within a compliant framework.

The role requires strong communication, adaptability, and a dedication to excellent client service, with weekend/extended hours as needed and potential for growth within banking services.