Senior Personal Banking Specialist

National Black MBA Association

Boston (MA)

On-site

USD 36,000 - 41,000

Full time

14 days+

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Benefits offered by this job

Benefits eligible

Incentive plan

Job summary

Bank of America in Boston is seeking a Customer Service Associate who serves as the first point of contact for financial center clients, uncovering personal banking needs and offering appropriate solutions. You will assist clients with self-service transactions, connect them to specialists, and maintain exceptional client care.

Role involves outbound calls, follow-up routines, and adherence to regulatory requirements; weekend/extended hours may be required.

Qualifications

Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment.
Strong written and verbal communications skills.
Able to engage all clients in-person or by phone.
Willingness to obtain a notary commission within a few months (in-state).
Able to work weekends and/or extended hours at multiple locations as needed.

Responsibilities

Partners with teams to provide consumer and small business solutions.
Educates clients on self-service transactions and tools.
Leverages resources to optimize client experience and ensure accuracy.
Follows processes, laws, and guidelines for opening accounts and servicing clients.
Manages client interactions and adheres to regulatory requirements.