Client Relationship Specialist

Bank of America; Cranford (NJ); On-site; USD 34,000 - 36,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America is seeking teammates to engage clients in the lobby, educate them on self-service options, and assist with transactions via mobile/online banking or ATM. The role focuses on accurate cash handling, deep client conversations, and connecting clients to financial solutions to meet goals.

Responsibilities include building client relationships, following process guidelines, working across experts in lending and investments, and ensuring regulatory compliance while delivering an

Qualifications

• Strong work ethic with a results-driven mindset.
• Experience in financial services and knowledge of products/solutions.
• 1 year of sales experience with salary plus incentive structure.
• 6 months of cash handling experience.
• Bachelor's Degree or business-related Associate’s Degree.

Responsibilities

• Executes the bank's risk culture and aims for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows processes to act in the best interest of clients and the bank, complying with laws.
• Grows business knowledge by partnering with experts in small business, lending, and investments.
• Manages center traffic, appointments, and outbound calls effectively.
• Drives the client experience and service quality.
• 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

Bachelor's Degree or business-related Associate’s Degree

Job description

Bank of America is seeking teammates to engage clients in the lobby, educate them on self-service options, and assist with transactions via mobile/online banking or ATM. The role focuses on accurate cash handling, deep client conversations, and connecting clients to financial solutions to meet goals.

Responsibilities include building client relationships, following process guidelines, working across experts in lending and investments, and ensuring regulatory compliance while delivering an