Personal Banking & Client Solutions Specialist

National Black MBA Association; Northern (KY); On-site; USD 36,000 - 44,000; Full time

Benefits offered by this job

Benefits eligibility

Paid time off

Job summary

Bank of America is seeking a client-focused Financial Center Associate to greet clients, uncover personal banking needs, and connect customers with specialists for tailored solutions.

The role emphasizes outbound outreach, self-service education, and delivering exceptional client care across multiple financial center locations, with training at a designated center and potential relocation within commuting distance.

Qualifications

• Minimum education: High School Diploma or GED.
• Strong communication and organizational skills.
• Experience in sales or client-facing roles is preferred.

Responsibilities

• Serve as the first point of contact for financial center clients.
• Uncover personal banking needs and connect clients to specialists.
• Educate clients on self-service options and digital tools.
• Adhere to policies and regulations while delivering accurate service.
• Support outbound outreach and follow-up activities.

Skills

Active Listening

Business Acumen

Customer and Client Focus

Oral Communications

Problem Solving

Account Management

Client Experience Branding

Client Management

Client Solutions Advisory

Relationship Building

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a client-focused Financial Center Associate to greet clients, uncover personal banking needs, and connect customers with specialists for tailored solutions.

The role emphasizes outbound outreach, self-service education, and delivering exceptional client care across multiple financial center locations, with training at a designated center and potential relocation within commuting distance.