Client Solutions & Relationship Banker

Bank of America; Phoenix (AZ); On-site; USD 40,000 - 60,000; Full time

Job summary

Bank of America is seeking a motivated Client Engagement Specialist in Phoenix, Arizona. The role involves engaging clients to educate them on self-service banking transactions while building strong relationships to meet their financial needs. Candidates should possess a Bachelor's degree, have a strong focus on customer service, and be adaptable to new technologies. The position requires processing cash transactions accurately and efficiently while managing client experiences at the financial center. Full-time availability with weekend shifts may be required.

Qualifications

• Must be enthusiastic and highly motivated with a strong work ethic.
• Collaborate effectively to build strong relationships.
• Confidently identify solutions for clients based on their needs.
• Able to educate clients on banking transactions through technology.
• Critical thinking and problem-solving skills are essential.

Responsibilities

• Engage clients in the lobby to educate on self-service resources.
• Build relationships with clients to meet their financial needs.
• Process cash transactions efficiently and accurately.
• Drive the client experience and manage financial center traffic.

Skills

Adaptability

Business Acumen

Customer and Client Focus

Oral Communications

Problem Solving

Account Management

Client Experience Branding

Relationship Building

Business Development

Education

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 motivated Client Engagement Specialist in Phoenix, Arizona. The role involves engaging clients to educate them on self-service banking transactions while building strong relationships to meet their financial needs. Candidates should possess a Bachelor's degree, have a strong focus on customer service, and be adaptable to new technologies. The position requires processing cash transactions accurately and efficiently while managing client experiences at the financial center. Full-time availability with weekend shifts may be required.