Client Relationship Specialist

Bank of America; Oregon City (OR); On-site; USD 32,000 - 46,000; Full time

Job summary

Bank of America in the United States is seeking a client-focused team member to engage clients in the lobby, educate on self-service options, and assist with transactions through mobile, online banking, or ATMs. The role emphasizes delivering a high-quality client experience and accurate cash processing to meet financial goals.

The successful candidate builds strong client relationships, adheres to compliance standards, and collaborates with experts across lending, investments, and small

Qualifications

• Enthusiastic self-starter with strong work ethic and client focus.
• Effective communicator and relationship builder.
• Comfortable with self-service banking technology and learning new platforms.

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

Customer and Client Focus

Oral Communications

Problem Solving

Relationship Building

Account Management

Client Management

Client Solutions Advisory

Business Development

Prospecting

Referral Identification

Referral Management

Education

High School Diploma

Bachelor's Degree or Associate Degree

Job description

Bank of America in the United States is seeking a client-focused team member to engage clients in the lobby, educate on self-service options, and assist with transactions through mobile, online banking, or ATMs. The role emphasizes delivering a high-quality client experience and accurate cash processing to meet financial goals.

The successful candidate builds strong client relationships, adheres to compliance standards, and collaborates with experts across lending, investments, and small