Client Relationship Specialist - Banking Services

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

Benefits offered by this job

Benefits eligible

Paid time off

Competitive benefits

Job summary

Bank of America in Virginia is hiring for a client-focused role based in a financial center. You will engage clients in person to educate and assist with transactions via self-service channels, process cash, and uncover their financial priorities to connect them with suitable solutions.

The position emphasizes relationship-building, compliance, and a strong service mindset. Weekend/extended hours may be required, with in-office responsibilities at multiple Virginia centers.

Qualifications

• Demonstrates enthusiasm, strong work ethic and results focus.
• Ability to build relationships and collaborate across teams.
• Comfort with educating clients on self-service banking.
• Complys with laws and bank policies.
• Willing to work weekends or extended hours as needed.

Responsibilities

• Executes risk culture and strives for operational excellence.
• Builds relationships to meet clients' financial needs.
• Follows processes to act in clients' and bank's best interest.
• Grows knowledge by partnering with experts in lending and investments.
• Manages center traffic, appointments, and outbound calls.
• Drives client experience and handles cash responsibilities.

Skills

Customer focus

Relationship building

Problem solving

Communication

Education

High School Diploma / GED

Job description

Bank of America in Virginia is hiring for a client-focused role based in a financial center. You will engage clients in person to educate and assist with transactions via self-service channels, process cash, and uncover their financial priorities to connect them with suitable solutions.

The position emphasizes relationship-building, compliance, and a strong service mindset. Weekend/extended hours may be required, with in-office responsibilities at multiple Virginia centers.