Client Engagement Specialist

3 days ago


Philadelphia, Pennsylvania, United States Bank of America Full time
About the Role

We are looking for a Client Engagement Specialist to join our team at the Forman Mills Financial Center in Philadelphia, Pennsylvania. This role involves engaging clients in the lobby to educate and assist with conducting transactions through self-service resources. Your primary responsibility will be managing financial center traffic, appointments, and outbound calls effectively.

The ideal candidate will have excellent communication and interpersonal skills, with the ability to build strong relationships with clients. A passion for delivering an exceptional experience that improves clients' financial lives is essential. Strong problem-solving skills and the ability to adapt to new information and technology platforms are also required.

The estimated salary for this position is around $55,000 - $70,000 per year, depending on experience. Benefits include health insurance, retirement savings, and paid time off. We value diversity and inclusion, and we are committed to creating a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse.

  • Manage financial center traffic, appointments, and outbound calls effectively.
  • Execute the bank's risk culture and strive for operational excellence.
  • Grow business knowledge and network by partnering with experts in small business, lending, and investments.


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