Client Relationship Specialist - Banking

Bank of America; Mechanicsville (MD); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Flexible benefits

Career development

Job summary

Bank of America is seeking a customer-focused associate to engage clients in the lobby, educate on self-service options, and process cash transactions accurately and efficiently. You will build relationships to understand financial needs and connect clients to solutions that support their goals.

Role requires strong communication, adaptability, and the ability to work across a busy financial center, including weekends. Competitive benefits and opportunities for growth are offered.

Qualifications

• Enthusiastic self-starter with strong work ethic and results focus.
• Collaborates effectively to build relationships.
• Passion and drive to improve clients' financial lives.
• Able to identify solutions for new and existing clients.
• Communicates effectively and confidently with all clients.
• Learns and adapts to new information and technology.
• Educates clients on self-service banking (ATM/online/mobile).
• Strong critical thinking and problem-solving to meet needs.
• Follows established processes and regulations to act in clients' best interest.
• Efficient time and capacity management.
• Willing to work weekends/extended hours across locations.

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 all applicable 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 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 seeking a customer-focused associate to engage clients in the lobby, educate on self-service options, and process cash transactions accurately and efficiently. You will build relationships to understand financial needs and connect clients to solutions that support their goals.

Role requires strong communication, adaptability, and the ability to work across a busy financial center, including weekends. Competitive benefits and opportunities for growth are offered.