Senior Client Relationship Specialist

Bank of America; Gaithersburg (MD); On-site; USD 36,000 - 44,000; Full time

Benefits offered by this job

Benefits eligible

Paid time off

Job summary

Bank of America in Gaithersburg, MD is hiring a client-facing associate who serves as the first point of contact for financial center clients. You will uncover personal banking needs, offer tailored solutions, and connect clients to specialists while delivering exceptional service.

The role emphasizes outbound engagement, accurate transaction support, and adherence to regulatory requirements. Weekend and extended hours may be required to meet client needs and drive client satisfaction.

Qualifications

• Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment.
• Enthusiastic, motivated self-starter with strong work ethic and results focus.
• Collaborates effectively to build relationships and deliver client value.
• Demonstrates drive to improve clients’ financial lives and identify solutions.

Responsibilities

• Serve as the first point of contact for financial center clients and uncover personal banking needs.
• Offer appropriate solutions and connect clients to specialists as needed.
• Support clients with self-service or transactional activities and ensure accuracy.
• Adhere to processes, laws, and guidelines for day-to-day banking duties.
• Manage client interactions and comply with regulatory requirements.

Skills

Active Listening

Customer Focus

Relationship Building

Problem Solving

Oral Communications

Time Management

Sales Experience

Team Collaboration

Education

High School Diploma / GED

Job description

Bank of America in Gaithersburg, MD is hiring a client-facing associate who serves as the first point of contact for financial center clients. You will uncover personal banking needs, offer tailored solutions, and connect clients to specialists while delivering exceptional service.

The role emphasizes outbound engagement, accurate transaction support, and adherence to regulatory requirements. Weekend and extended hours may be required to meet client needs and drive client satisfaction.