Client Relationship Specialist

Bank of America Corporation; Orlando (FL); On-site; USD 21,000 - 28,000; Full time

Job summary

Bank of America Corporation in Orlando is seeking a customer-focused team member to engage clients in the lobby, educate on self-service banking, and process cash transactions accurately. You will explore clients' financial goals and connect them with suitable solutions.

The role emphasizes relationship building, clear communication, and the ability to learn new technology. Full-time, 40 hours/week with weekend availability at local centers.

Qualifications

• Required: High School Diploma or equivalent.
• Desirable: Bachelor's degree in a business-related field.

Responsibilities

• Engage clients in the lobby to educate and assist with self-service banking (mobile/online/ATM).
• Process cash transactions accurately and efficiently for clients.
• Develop deep conversations to understand financial goals and connect clients to suitable solutions.
• Build relationships and grow knowledge of small business, lending, and investments.

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

Prospecting

Referral Identification

Referral Management

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor’s Degree (Desirable)

Job description

Bank of America Corporation in Orlando is seeking a customer-focused team member to engage clients in the lobby, educate on self-service banking, and process cash transactions accurately. You will explore clients' financial goals and connect them with suitable solutions.

The role emphasizes relationship building, clear communication, and the ability to learn new technology. Full-time, 40 hours/week with weekend availability at local centers.