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Client Engagement Specialist

2 months ago

Brighton, Colorado, United States Bank of America Full time
Job Description

Job Summary:

We are seeking a highly motivated and customer-focused Relationship Banker to join our team at Bank of America. As a Relationship Banker, you will be responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM.

Key Responsibilities:

  • Accurately and efficiently process cash transactions for clients as needed.
  • Have deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connect clients to solutions that meet the financial goals.
  • Identify and address client needs, providing personalized solutions and recommendations.
  • Collaborate with colleagues to achieve sales and service goals.
  • Stay up-to-date on Bank of America products and services, as well as industry trends and developments.

Requirements:

  • Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Ability to learn and adapt to new information and technology platforms.
  • Confident in identifying solutions for new and existing clients based on their needs.
  • Strong critical thinking and problem-solving skills, with the ability to meet clients' needs.

Preferred Qualifications:

  • Experience in financial services and knowledge of 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.

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

Education:

High School Diploma / GED / Secondary School or equivalent

Work Schedule:

1st shift (United States of America)

Hours Per Week:

40