Financial Relationship Specialist

hace 1 mes


Comodoro Rivadavia, Chubut, Argentina Bank of America A tiempo completo

Job Overview:

This role is responsible for fostering relationships with clients in the lobby, educating them on conducting transactions through self-service resources such as mobile banking, online banking, or ATM. Key responsibilities include accurately processing cash transactions and having in-depth conversations with clients to understand their financial goals.

Main 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
  • 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 Skills and Qualifications:

  • An enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results
  • Collaborates effectively to get things done, building and nurturing strong relationships
  • Presents passion, commitment, and drive to deliver an experience that improves clients' financial lives
  • Confident in identifying solutions for new and existing clients based on their needs
  • Communicates effectively and confidently, and comfortable engaging all clients
  • Able to learn and adapt to new information and technology platforms
  • Confident in educating clients on how to conduct simple banking transactions through self-service technologies
  • Applies strong critical thinking and problem-solving skills to meet clients' needs
  • Follower of established processes and guidelines in daily activities to do what is right for clients and the bank
  • Efficiently manages time and capacity
  • Focuses on results while acting in the best interest of the client
  • Flexible to work weekends and/or extended hours as needed

Benefits:

  • Bilingual Mandarin required

Salary Information:

The estimated salary range for this position is $50,000 - $70,000 per year, depending on location and experience. This figure is based on national averages and may vary depending on individual circumstances.



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