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Experienced Banking Specialist

2 months ago

Shaker Heights, Ohio, United States Bank of America Full time

ABOUT THE COMPANY:

Become a part of Bank of America, a premier financial services provider dedicated to offering outstanding client support and customized banking solutions. We are looking for a Client Relationship Manager to act as the main liaison for our esteemed clients, assisting them in addressing their financial objectives and connecting them with appropriate resources and services.

KEY RESPONSIBILITIES:

  • Work collaboratively with teams to deliver personalized solutions for individual and small business clients
  • Support clients with transactions and self-service tools
  • Enhance client experience utilizing available resources and tools
  • Follow established procedures and compliance regulations
  • Effectively manage client interactions to fulfill their needs and regulatory standards

REQUIRED QUALIFICATIONS:

  • At least one year of sales experience in a client-focused environment
  • Strong commitment to achieving results
  • Exceptional communication skills with the ability to engage clients effectively
  • Capacity to learn and adapt to new technology platforms
  • Effective time management skills and ability to prioritize tasks
  • Willingness to work weekends and extended hours as necessary

PREFERRED QUALIFICATIONS:

  • Associate's or Bachelor's degree in business, finance, or a related discipline
  • Experience in meeting or surpassing goals in a financial center environment
  • Retail or sales experience with performance incentives
  • Familiarity with banking products and services

ESSENTIAL SKILLS:

  • Active Listening
  • Business Acumen
  • Client-Centric Approach
  • Problem-Solving Abilities
  • Relationship Development
  • Business Growth
  • Prospecting Skills
  • Referral Management

MINIMUM EDUCATION REQUIREMENT:

High School Diploma or equivalent

SHIFT:

1st shift (United States of America)

Hours Per Week:

40