Client Relationship Specialist

National Black MBA Association; Baltimore (MD); Hybrid; USD 34,000 - 37,000; Full time

Job summary

Bank of America in Baltimore, MD seeks a customer-focused associate to engage clients in the lobby, educate them on self-service channels, and process cash transactions accurately. You will gather insights from conversations to connect clients with solutions that align with their financial goals.

The role emphasizes building relationships, following risk and regulatory guidelines, and collaborating with specialists in lending, investments, and small business to grow client value.

Qualifications

• Enthusiastic self-starter with strong work ethic and results focus.
• Collaborates effectively to build relationships and get things done.
• Able to learn and adapt to new information and technology platforms.
• Comfortable educating clients on self-service banking tools.
• Ability to follow processes while complying with laws and regulations.

Responsibilities

• Executes risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows processes to do what is right for clients and bank.
• Grows knowledge by partnering with experts in small business, lending, and investments.
• Manages center traffic, appointments, and outbound calls.
• Drives the client experience and 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 in Baltimore, MD seeks a customer-focused associate to engage clients in the lobby, educate them on self-service channels, and process cash transactions accurately. You will gather insights from conversations to connect clients with solutions that align with their financial goals.

The role emphasizes building relationships, following risk and regulatory guidelines, and collaborating with specialists in lending, investments, and small business to grow client value.