Customer Engagement Specialist
2 weeks ago
At Bank of America, we are driven by a shared purpose to help individuals achieve financial well-being through meaningful connections. As a Relationship Banker in our Peninsula South area, you will play a pivotal role in fostering client relationships and delivering exceptional customer experiences.
We believe that responsible growth is the key to success, and we strive to create a workplace where everyone can thrive. Our company is guided by a commitment to diversity, equity, and inclusion, ensuring that every team member feels valued and empowered to contribute their best.
This role offers an exciting opportunity to join our team of dedicated professionals who are passionate about making a difference in people's lives. If you are a motivated and customer-focused individual with excellent communication skills, we encourage you to apply.
Job Description:
The Relationship Banker will be responsible for engaging clients in the lobby, educating them on self-service resources, and assisting with transactions as needed. Key responsibilities include processing cash transactions accurately and efficiently, while also building strong relationships with clients to understand their financial goals and connect them with relevant solutions.
Responsibilities:
- Execute the bank's risk culture and strive for operational excellence
- Build relationships with clients to meet their financial needs
- 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
- Grow business knowledge and network by partnering with experts in small business, lending, and investments
- Manage financial center traffic, appointments, and outbound calls effectively
- Drive the client experience
- Manage cash responsibilities
Required Qualifications:
- An enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
- Collaborates effectively to get things done, building and nurturing strong relationships
- Displays passion, commitment, and drive to deliver an experience that improves our clients' financial lives
- Is confident in identifying solutions for new and existing clients based on their needs
- Communicates effectively and confidently, and is comfortable engaging all clients
- Has the ability to 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 (for example, ATM, online banking, mobile banking)
- Applies strong critical thinking and problem-solving skills to 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
- Focusing on results, while acting in the best interest of the client
Desired 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
- Bachelor's Degree or business-relevant Associates Degree such as business management, business administration, or finance
Estimated Salary: $23.00 - $25.96 hourly pay, offers to be determined based on experience, education, and skill set.
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