Customer Relationship Specialist

7 days ago


West Palm Beach, Florida, United States Bank of America Full time
Job Summary

We are seeking a highly motivated Customer Relationship Specialist to join our team in West Palm Beach, Florida. As a key member of our financial center, you will be responsible for engaging clients in the lobby, educating them on self-service resources, and accurately processing cash transactions.

This role requires strong communication and problem-solving skills, with the ability to build relationships with clients and identify solutions that meet their financial needs. You will also be responsible for managing cash responsibilities, growing business knowledge, and driving the client experience.

About the Role
  • Engage clients in the lobby, educate them on self-service resources, and accurately process cash transactions
  • Build relationships with clients to understand their financial needs and identify solutions
  • Manage cash responsibilities, including efficiently processing cash transactions
  • Grow business knowledge by partnering with experts in small business, lending, and investments
  • Drive the client experience by delivering exceptional service and identifying opportunities for growth
Requirements
  • High school diploma or equivalent required; bachelor's degree or business-relevant associates degree preferred
  • At least one year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
  • Six months of cash handling experience
  • Strong communication and problem-solving skills, with the ability to build relationships with clients
  • Ability to learn and adapt to new information and technology platforms
  • Confidence in educating clients on self-service technologies, such as ATMs, online banking, and mobile banking
  • Proven track record of meeting sales goals and exceeding customer expectations
What We Offer
  • A competitive salary: $50,000 - $60,000 per year, depending on experience
  • A comprehensive benefits package, including medical, dental, and vision insurance
  • A 401(k) retirement plan with company match
  • Flexible scheduling and opportunities for career growth and development
  • A dynamic and supportive work environment


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