Financial Center Client Specialist

Job Description

Financial Center Client Specialist | Bank of America

The Tone:
This is a full-time, in-office role at Bank of America, with the specific Financial Center location determined by business needs within a market, including potential movement to another location within a reasonable commuting distance. Bank of America’s purpose is to enhance financial lives through Responsible Growth, delivering for clients, teammates, and communities. This position is central to that mission, engaging directly with clients in the lobby to educate them on banking resources, accurately process transactions, and connect them to solutions that align with their financial goals, ensuring a positive impact on their financial well-being.

The TL;DR
• Role: Full Time
• Type: 1st shift
• Location: Market-dependent, with specific Financial Center location determined by business needs; potential for movement within reasonable commuting distance.
• Mission: Engage clients, educate on self-service technologies, process cash transactions, and connect clients to solutions that help achieve their financial goals.
• Tech Stack: Mobile banking, online banking, ATMs

What You’ll Actually Do
• Client Engagement: Engage clients in the lobby to educate and assist them in conducting transactions through mobile banking, online banking, or ATMs.
• Transaction Processing: Accurately and efficiently process cash transactions for clients as needed, ensuring operational excellence.
• Financial Discovery: Engage in deep conversations with clients to understand their financial and life priorities, connecting them to appropriate solutions.
• Operational Management: Manage financial center traffic, appointments, and outbound calls effectively to drive the overall client experience.
• Professional Development: Grow business knowledge and professional network by partnering with experts in small business, lending, and investments.

The Must-Haves
• Background: Minimum education is a High School Diploma, GED, Secondary School, or equivalent. Candidates must be highly motivated self-starters with a strong work ethic and an intense focus on results, consistently acting in the best interest of the client. This role requires effective collaboration to achieve goals, strong critical thinking and problem-solving skills, and the ability to efficiently manage time and capacity while adhering to all applicable laws and regulations and established processes.
• Experience: Candidates must demonstrate confidence in identifying solutions for diverse clients and communicating effectively. This includes the ability to learn and adapt quickly to new information and technology platforms, confidently educating clients on how to use self-service banking options such as ATMs, online banking, and mobile banking. The role requires flexibility to work weekends and/or extended hours and travel to any financial center location within a reasonable commuting distance.
• Skills: Customer and Client Focus, Oral Communications, Problem Solving, Relationship Building, Adaptability.
• Bonus: Experience in financial services with 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, or a Bachelor’s or business-relevant Associate’s Degree.