Relationship Banking Specialist

Bank of America; Spring (TX); Presencial; USD 36.000 - 54.000; Jornada completa

Descripción de la vacante

Bank of America seeks a Customer Service Associate to engage clients in the lobby, educate them on self-service options, and accurately process cash transactions. You will build relationships and connect clients with appropriate financial solutions while adhering to regulatory guidelines.

Responsibilities include driving a positive client experience, working with sales goals, and ensuring high-quality service. Weekend hours may be required, with a focus on flexibility and teamwork.

Formación

• This role requires a Bachelor's degree or related associate degree.
• Experience in cash handling and sales in a salary plus incentive environment is preferred.
• Strong communication and problem-solving skills are essential.

Responsabilidades

• Engage clients in the lobby and educate on self-service options (mobile/online/ATM).
• Process cash transactions accurately and efficiently as needed.
• Build relationships to meet clients' financial needs and goals.
• Follow processes and guidelines to ensure legal compliance.
• Support teammates with a client-centric service experience.

Conocimientos

Adaptability

Customer Service

Relationship Building

Problem Solving

Oral Communications

Account Management

Client Experience Branding

Client Management

Client Solutions Advisory

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Business Acumen

Educación

Bachelor’s degree or business relevant associate degree such as business management, business administration, or finance

Descripción del empleo

Bank of America seeks a Customer Service Associate to engage clients in the lobby, educate them on self-service options, and accurately process cash transactions. You will build relationships and connect clients with appropriate financial solutions while adhering to regulatory guidelines.

Responsibilities include driving a positive client experience, working with sales goals, and ensuring high-quality service. Weekend hours may be required, with a focus on flexibility and teamwork.