Client Relationship Specialist

NBMBAA; Pennsylvania; On-site; USD 32,000 - 52,000; Full time

Job summary

Bank of America in the United States seeks a customer service-oriented teammate to engage clients in the lobby, educate on self-service resources, and process cash transactions accurately. You will connect clients to solutions that help reach their financial goals while upholding risk controls and compliance.

The role emphasizes relationship building, effective communication, weekend/extended hours availability, and a strong work ethic.

Qualifications

• High School diploma or equivalent required; Bachelor’s or associate degree preferred.
• Prior experience in financial services or sales is advantageous.
• Strong communication, relationship-building, and problem-solving skills.

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

Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance

Job description

Bank of America in the United States seeks a customer service-oriented teammate to engage clients in the lobby, educate on self-service resources, and process cash transactions accurately. You will connect clients to solutions that help reach their financial goals while upholding risk controls and compliance.

The role emphasizes relationship building, effective communication, weekend/extended hours availability, and a strong work ethic.