Client Relationship Specialist

Bank of America; Sun City Center (FL); On-site; USD 21,000 - 30,000; Full time

Job summary

Bank of America is hiring a Client Service Associate to engage clients in the lobby, educate them on self-service options, and process cash transactions accurately. The role focuses on strong client conversations to understand financial goals and connect clients to suitable solutions.

You will build relationships, follow compliant processes, and collaborate with specialists in lending and investments to grow the bank's client base and deliver excellent service.

Qualifications

• High school diploma or equivalent required; bachelor’s degree or equivalent business credentials preferred.
• Cash handling experience is a plus (six months).
• Experience in financial services and knowledge of products and solutions is beneficial.
• Sales experience in a salary plus incentive environment with individual goals is advantageous.

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 laws and regulations.
• Grows knowledge 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

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 is hiring a Client Service Associate to engage clients in the lobby, educate them on self-service options, and process cash transactions accurately. The role focuses on strong client conversations to understand financial goals and connect clients to suitable solutions.

You will build relationships, follow compliant processes, and collaborate with specialists in lending and investments to grow the bank's client base and deliver excellent service.