Financial Center Client Specialist

Job Description

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Please Note: This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.

About the Job

This role is responsible for engaging clients within the financial center lobby, primarily to educate and assist them in utilizing self-service resources such as mobile banking, online banking, or ATMs for their transactions. A key part of the job includes accurately and efficiently processing cash transactions for clients when necessary. Furthermore, the role involves conducting in-depth conversations with clients to understand their financial and life priorities, connecting them with appropriate solutions that align with their financial goals.

Key Responsibilities

• Executes the bank’s risk culture and strives for operational excellence.
• Builds and nurtures relationships with clients to effectively meet their financial needs.
• Follows established processes and guidelines in daily activities to ensure the best outcomes for clients and the bank, adhering to all applicable laws and regulations.
• Grows business knowledge and professional network by collaborating with internal experts in small business, lending, and investments.
• Manages financial center traffic flow, client appointments, and outbound calls efficiently.
• Drives an exceptional client experience.
• Manages cash handling responsibilities with accuracy and integrity.

Required Qualifications

• Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, always acting in the best interest of the client.
• Collaborates effectively with colleagues to achieve goals and builds strong, nurturing relationships.
• Displays passion, commitment, and drive to deliver an experience that genuinely improves our clients’ financial lives.
• Is confident in identifying and proposing solutions for both new and existing clients based on their specific needs.
• Communicates effectively and confidently, comfortable engaging with all clients.
• Has the ability to quickly learn and adapt to new information and technology platforms.
• Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (e.g., ATM, online banking, mobile banking).
• Applies strong critical thinking and problem-solving skills to effectively meet clients’ needs.
• Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
• Efficiently manages time and capacity to maximize productivity.
• Focuses on delivering results while consistently acting in the best interest of the client.
• Can be flexible to work weekends and/or extended hours as needed.

Desired Qualifications

• Experience in financial services and knowledge of the financial services industry, products, and solutions.
• One year of demonstrated successful sales experience in a salary-plus-incentive environment with individual sales goals.
• Six months of cash handling experience.
• Bachelor’s degree or a business-relevant associate degree such as business management, business administration, or finance.

Skills

• Adaptability
• 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

Work Details

• Shift: 1st shift (United States of America)
• Hours Per Week: 40