Client Relationship Specialist - Banking

Bank of America; Annapolis (MD); Presencial; USD 21.000 - 30.000; Jornada completa

Descripción de la vacante

Bank of America is hiring to Engage clients in the lobby, educate them on self-service banking options and assist with transactions. The role focuses on accurate cash handling and developing deep conversations to align financial solutions with clients' goals.

This position requires building strong client relationships, following bank processes and regulatory guidelines, and collaborating with experts across services to grow customer impact.

Formación

• Minimum education: High School Diploma or GED or equivalent.
• Bachelor's Degree or business-related Associate's Degree (e.g., business management, business administration or finance) preferred.

Responsabilidades

• Executes the bank's risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows established processes and guidelines to do what is right for clients and the bank, adhering to 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.

Conocimientos

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

Educación

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

High School Diploma / GED / Secondary School or equivalent

Descripción del empleo

Bank of America is hiring to Engage clients in the lobby, educate them on self-service banking options and assist with transactions. The role focuses on accurate cash handling and developing deep conversations to align financial solutions with clients' goals.

This position requires building strong client relationships, following bank processes and regulatory guidelines, and collaborating with experts across services to grow customer impact.