Client Engagement Specialist

2 weeks ago


San Francisco, California, United States Bank of America Full time

About This Role

We are seeking a highly motivated and experienced professional to join our team as a Relationship Banker. The ideal candidate will have a passion for delivering exceptional client experiences and a strong understanding of financial products and services.

Key Responsibilities

  • Engage clients in the lobby to educate and assist with conducting transactions through self-service resources
  • Accurately and efficiently process cash transactions for clients as needed
  • Build relationships with clients to understand their financial goals and priorities
  • Follow established processes and guidelines in daily activities
  • Manage financial center traffic, appointments, and outbound calls effectively

Requirements

To succeed in this role, you should have at least one year of experience in sales, customer service, or a related field. A bachelor's degree or equivalent experience in finance, business, or a related field is also required.

Compensation and Benefits

The salary for this position is $24.00 - $25.96 hourly pay, offers based on experience, education, and skill set. We provide industry-leading benefits, access to paid time off, resources, and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.



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