Client Relationship Specialist — Banking & Servicing

Bank of America; Westerville (OH); Vor Ort; USD 42.000 - 65.000; Vollzeit

Zusammenfassung

Bank of America is seeking a detail-oriented professional to support Practice Solutions clients with post-booking loan and banking servicing needs. You will be the primary contact for clients, handling day-to-day requests and coordinating with internal partners to deliver timely solutions.

Key responsibilities include managing assigned client territories, servicing online banking needs, assembling documentation, and pursuing banking opportunities through outbound calls.

Qualifikationen

• Proficient in Microsoft Office Suite: Excel, PowerPoint and Word.
• Ability to operate in a phone-based sales environment.
• Excellent written and verbal communication skills.
• Familiarity with bank products, services operations, systems, policies and procedures for business/corporate clients.
• Strong client focus and direct client contact experience.
• Excellent interpersonal, communication, presentation, organization and computer skills.
• Ability to multitask and simultaneously support various priorities.

Aufgaben

• Manages assigned Practice Solutions client territories
• Services online banking needs for clients
• Partners with various servicing teams to meet client expectations
• Creates and collects documentation to fulfill clients needs
• Performs outbound calling to existing portfolio to develop banking opportunities

Kenntnisse

Account Management

Attention to Detail

Adaptability

Business Development

Record Keeping

Relationship Building

Ausbildung

High School Diploma / GED / Secondary School or equivalent

Bachelor’s Degree in related field

Jobbeschreibung

Bank of America is seeking a detail-oriented professional to support Practice Solutions clients with post-booking loan and banking servicing needs. You will be the primary contact for clients, handling day-to-day requests and coordinating with internal partners to deliver timely solutions.

Key responsibilities include managing assigned client territories, servicing online banking needs, assembling documentation, and pursuing banking opportunities through outbound calls.