Personal Banking & Client Experience Specialist

Bank of America; Castro Valley (CA); On-site; USD 34,000 - 39,000; Full time

Job summary

Bank of America is recruiting for a client-focused role handling lobby engagement and education on transactions via self-service resources like mobile, online banking, and ATM. You will process cash transactions accurately and build deep conversations to understand clients’ financial goals and connect them with suitable solutions.

Responsibilities include risk-aware operations, relationship building, and adhering to laws while supporting a flexible in-office culture and weekend/evening shifts as

Qualifications

• Enthusiastic, highly motivated self-starter with strong work ethic and results focus.
• Collaborates effectively to build and nurture relationships.
• Passion, commitment and drive to improve clients' financial lives.
• Confident in identifying solutions for clients based on their needs.
• Clear communication and confidence engaging all clients.
• Able to learn and adapt to new information and technology platforms.
• Strong critical thinking and problem-solving to meet client needs.
• Follows established processes and regulations in daily activities.
• Efficient time and capacity management.
• Focus on results while acting in the client's best interest.
• Ability to work weekends/extended hours and at multiple center locations.

Responsibilities

• Executes the bank's risk culture and drives operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows processes to do what is right for clients and the bank, complying 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 service quality.
• Manages cash responsibilities.

Skills

Adaptability

Business Acumen

Customer Focus

Oral Communications

Problem Solving

Account Management

Client Experience

Client Management

Client Solutions

Relationship Building

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

High School Diploma / GED

Bachelor's Degree in Business/Finance

Job description

Bank of America is recruiting for a client-focused role handling lobby engagement and education on transactions via self-service resources like mobile, online banking, and ATM. You will process cash transactions accurately and build deep conversations to understand clients’ financial goals and connect them with suitable solutions.

Responsibilities include risk-aware operations, relationship building, and adhering to laws while supporting a flexible in-office culture and weekend/evening shifts as