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Disability Solutions - Temple, TX
posted 2 months ago
Full-time - Entry Level
Temple, TX
About the position
The position at Bank of America involves engaging with clients in the lobby to educate them on self-service banking options and assist with transactions. The role emphasizes building relationships with clients to understand their financial needs and connecting them with appropriate solutions. It requires adherence to the bank's risk culture and operational excellence while managing financial center traffic and appointments.
Responsibilities
- Engage clients in the lobby to educate and assist with transactions through self-service resources.
- Accurately and efficiently process cash transactions for clients as needed.
- Build relationships with clients to meet their financial needs.
- Follow established processes and guidelines to ensure compliance with 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.
Requirements
- High School Diploma / GED / Secondary School or equivalent.
- Strong adaptability and problem-solving skills.
- Excellent oral communication skills.
- Business acumen and customer/client focus.
Nice-to-haves
- Experience in account management and client solutions advisory.
- Skills in relationship building and business development.
Benefits
- Competitive benefits to support physical, emotional, and financial well-being.
