Client Relationship Specialist - Banking Solutions

National Black MBA Association

Tampa (FL)

On-site

USD 32,000 - 52,000

Full time

9 days ago
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Job summary

Bank of America in Tampa, FL is seeking a Frontline Banking Associate to engage clients in the lobby, educate on self‑service options, and process transactions with accuracy. You will build relationships, connect clients to financial solutions, and uphold our risk, compliance and service standards while delivering a positive client experience.

Strong communication, problem‑solving, and the ability to work weekends will help you succeed in a fast‑paced retail banking environment focused on

Qualifications

  • Required: high school diploma or GED; willing to learn and adapt to new information and technology platforms.
  • Bachelor's or business-relevant associate’s degree preferred for long-term growth in finance roles.
  • One year sales experience and cash handling experience are desirable.

Responsibilities

  • Executes risk culture and drives operational excellence.
  • Builds relationships to meet clients' financial needs.
  • Follows processes and guidelines to do what is right for clients and the bank, in compliance with laws.
  • Grows knowledge by partnering with experts in small business, lending, and investments.
  • Manages center traffic, appointments, and outbound calls.
  • Drives the client experience and manages cash duties.

Skills

Adaptability
Customer and Client Focus
Oral Communications
Problem Solving
Relationship Building
Business Development
Account Management
Client Management
Pipeline Management
Prospecting
Referral Identification
Referral Management

Education

High school diploma
Bachelor's degree or associate’s degree in business/finance

Job description

Bank of America in Tampa, FL is seeking a Frontline Banking Associate to engage clients in the lobby, educate on self‑service options, and process transactions with accuracy. You will build relationships, connect clients to financial solutions, and uphold our risk, compliance and service standards while delivering a positive client experience.

Strong communication, problem‑solving, and the ability to work weekends will help you succeed in a fast‑paced retail banking environment focused on

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