Financial Center Client Specialist

Job Description

Financial Center Client Specialist | Bank of America

The Tone:
This is a full-time role at Bank of America, located in various financial centers within a specific market based on business needs. Bank of America aims to make financial lives better for its clients, teammates, and communities by driving responsible growth. This role is vital for engaging clients, assisting them with self-service banking, accurately processing transactions, and connecting them with appropriate financial solutions to meet their goals.

The TL;DR
• Role: Full Time
• Type: Full-time
• Location: Various locations within the market based on business needs

• Mission: To engage clients, educate them on self-service options, process transactions, and identify suitable financial solutions to improve their financial lives.
• Tech Stack: Mobile banking, online banking, ATMs

What You’ll Actually Do
• Client Education: Primarily educate and assist clients in utilizing self-service resources such as mobile banking, online banking, or ATMs for their transactions.
• Transaction Processing: Accurately and efficiently process cash transactions for clients when necessary.
• Needs Assessment: Conduct in-depth conversations with clients to understand their financial and life priorities.
• Solution Alignment: Connect clients with appropriate solutions that align with their financial goals.
• Operational Adherence: Execute the bank’s risk culture, strive for operational excellence, and follow established processes and guidelines to ensure client and bank best outcomes.

The Must-Haves
• Background: An enthusiastic, highly motivated self-starter with a strong work ethic, intense focus on results, and a commitment to acting in the client’s best interest.
• Experience: Ability to quickly learn and adapt to new information and technology platforms, confidently educating clients on self-service banking, and flexibility to work weekends and/or extended hours as needed.
• Skills: Customer and Client Focus, Oral Communications, Problem Solving, Relationship Building, Client Solutions Advisory.
• Bonus: Experience in financial services and knowledge of industry products, one year of demonstrated successful sales experience in a salary-plus-incentive environment with individual sales goals, six months of cash handling experience, and a Bachelor’s or business-relevant associate degree.