Senior Banking Strategist & Financial Partner

Bank of America; Columbus (OH); On-site; USD 40,000 - 55,000; Full time

Job summary

A leading financial institution seeks a Client Relationship Specialist in Columbus, Ohio. This role involves assisting individual and small business clients with their banking needs and provides a chance to deepen client relationships. Candidates should have at least one year of sales experience, strong communication skills, and the ability to work in a team-oriented environment. The position offers competitive compensation, structured growth opportunities, and is committed to an in-office culture fostering flexibility and well-being.

Qualifications

• Minimum of one year demonstrated sales experience in a relationship-oriented environment.
• Enthusiastic self-starter focused on results, acting in clients' best interest.
• Strong written and verbal communication skills.

Responsibilities

• Provide financial center clients with consumer and small business solutions.
• Assist clients on conducting transactions through self-service technologies.
• Manage client interactions by adhering to regulatory requirements.

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

Associate's Degree or Bachelor's Degree in business or finance

Job description

A leading financial institution seeks a Client Relationship Specialist in Columbus, Ohio. This role involves assisting individual and small business clients with their banking needs and provides a chance to deepen client relationships. Candidates should have at least one year of sales experience, strong communication skills, and the ability to work in a team-oriented environment. The position offers competitive compensation, structured growth opportunities, and is committed to an in-office culture fostering flexibility and well-being.