Client Relationship Specialist - Banking

Bank of America; Virginia; On-site; USD 21,000 - 30,000; Full time

Job summary

Bank of America in-office operations seek a Customer Service–Banking Associate to educate clients, assist with self-service resources, and accurately process cash transactions. You will engage clients to understand financial goals and connect them to appropriate solutions, building lasting relationships.

You will follow established processes, ensure compliance, manage center traffic and appointments, and support a high-quality client experience across banking channels.

Qualifications

• Strong work ethic with a focus on client outcomes.
• Excellent communication and relationship-building skills.
• Willing to work weekends or extended hours as needed.

Responsibilities

• Engage clients in the lobby to educate and assist with transactions via self-service resources.
• Accurately process cash transactions and support customers’ banking needs.
• Develop in-depth knowledge of client priorities and connect to suitable solutions.
• Build relationships to meet financial needs and follow laws and guidelines.
• Manage center traffic, appointments, and outbound calls to enhance client experience.
• Support risk culture and operational excellence while complying with regulations.

Skills

Adaptability

Business Acumen

Customer and Client Focus

Oral Communications

Problem Solving

Account Management

Client Experience

Education

Bachelor's or 1-2 year business degree

Job description

Bank of America in-office operations seek a Customer Service–Banking Associate to educate clients, assist with self-service resources, and accurately process cash transactions. You will engage clients to understand financial goals and connect them to appropriate solutions, building lasting relationships.

You will follow established processes, ensure compliance, manage center traffic and appointments, and support a high-quality client experience across banking channels.