Client Relationship Specialist

ghr; Prescott Valley (AZ); On-site; USD 36,000 - 48,000; Full time

Job summary

Bank of America is seeking a client-focused representative to engage customers in-branch, educate on self-service tools, and accurately process cash transactions. You will build relationships to meet clients' financial needs and coordinate with specialists in lending and investments to connect customers with appropriate solutions.

This role requires weekend/extended hours availability, strong communication, and a proactive approach to delivering excellent client experiences in a fast-paced

Qualifications

• Must be able to work weekends and/or extended hours.
• Strong work ethic and results-focused mindset.
• Ability to engage clients and identify financial solutions.

Responsibilities

• Engage clients in the lobby to educate and assist with transactions.
• Process cash transactions accurately and efficiently.
• Build relationships to meet clients' financial needs.
• Collaborate with experts in small business, lending, and investments.
• Manage center traffic, appointments, and outbound calls.

Skills

Adaptability

Customer focus

Oral communication

Problem solving

Relationship building

Business development

Pipeline management

Prospecting

Referral management

Account management

Client management

Client solutions advisory

Client experience branding

Education

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

One year of successful sales experience (salary+commission)

Six months cash handling experience

Job description

Bank of America is seeking a client-focused representative to engage customers in-branch, educate on self-service tools, and accurately process cash transactions. You will build relationships to meet clients' financial needs and coordinate with specialists in lending and investments to connect customers with appropriate solutions.

This role requires weekend/extended hours availability, strong communication, and a proactive approach to delivering excellent client experiences in a fast-paced