Client Relationship Specialist - Banking

Bank of America; Corte Madera (CA); On-site; USD 34,000 - 37,000; Full time

Benefits offered by this job

Benefits

Job summary

Bank of America is hiring for an in-branch role focused on educating clients and helping them conduct transactions using self-service options such as mobile, online banking, or ATM. You will handle cash transactions accurately and engage customers to understand their financial needs and connect them with suitable solutions.

Based at a financial center, you may train at one location before potentially moving to another nearby center, within commuting distance and compliant with applicable law.

Qualifications

• High school diploma or GED required; college education preferred.
• Experience in financial services or banking is a plus.
• Excellent customer service and communication skills; strong work ethic.

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 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

Customer Focus

Oral Communications

Problem Solving

Relationship Building

Client Management

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

Bachelor's degree or business-relevant Associate's Degree

Job description

Bank of America is hiring for an in-branch role focused on educating clients and helping them conduct transactions using self-service options such as mobile, online banking, or ATM. You will handle cash transactions accurately and engage customers to understand their financial needs and connect them with suitable solutions.

Based at a financial center, you may train at one location before potentially moving to another nearby center, within commuting distance and compliant with applicable law.