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Client Solutions Specialist
2 months ago
At Bank of America, we're dedicated to improving financial lives through every connection we make. Responsible Growth guides our company and how we serve clients, teammates, communities, and shareholders daily.
We strive to be a diverse and inclusive workplace where everyone feels valued. We hire individuals with diverse backgrounds and experiences and invest in their well-being by offering competitive benefits that support physical, emotional, and financial health.
Our Commitment to You:
- A rewarding career with opportunities for growth and impact.
- A collaborative environment where teamwork thrives.
- Flexibility in your work arrangements.
- Ongoing learning and development opportunities.
The Role: Client Solutions Specialist
As a Client Solutions Specialist, you'll build lasting relationships with clients by understanding their financial needs and recommending tailored solutions. You'll be a trusted advisor, guiding them through their financial journey.
Your Responsibilities:
- Develop strong client relationships by actively listening to their needs and goals.
- Provide exceptional customer service by addressing inquiries and resolving concerns effectively.
- Offer a comprehensive range of banking products and services, including checking and savings accounts, credit cards, CDs, IRAs, and loans.
- Identify client needs for specialized financial solutions and seamlessly refer them to appropriate partners within Bank of America (Merrill, Lending, and Small Business).
- Provide accurate information on rates, terms, and programs for banking products.
- Maintain a strong understanding of risk management principles and apply them in every transaction.
Your Skills:
- Exceptional relationship-building skills.
- In-depth knowledge of consumer banking products and solutions.
- Proven ability to effectively communicate both verbally and in writing.
- Strong problem-solving and analytical skills.
- A commitment to providing outstanding customer service.
