Client Relationship Specialist – Banking

Bank of America; Kennewick (WA); On-site; USD 34,000 - 37,000; Full time

Benefits offered by this job

Benefits eligible

Paid time off

Industry-leading benefits

Job summary

Bank of America in Washington state is seeking a client service professional to engage clients in lobby areas and assist with self-service transactions via mobile, online banking, or ATM. You will process cash transactions accurately, and conduct in-depth conversations to align clients with financial solutions that meet their goals.

The role emphasizes building client relationships, following compliant processes, and collaborating with specialists across small business, lending, and investments.

Qualifications

• Minimum Education: High School Diploma / GED / Secondary School or equivalent.
• Bachelor's Degree or business-related Associate’s Degree such as business management, business administration or finance preferable.

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 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.

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

Bachelor's Degree in Business/Finance

Job description

Bank of America in Washington state is seeking a client service professional to engage clients in lobby areas and assist with self-service transactions via mobile, online banking, or ATM. You will process cash transactions accurately, and conduct in-depth conversations to align clients with financial solutions that meet their goals.

The role emphasizes building client relationships, following compliant processes, and collaborating with specialists across small business, lending, and investments.