Bank of America

Bank of America

Banking Specialist

Location : Yorktown Heights, NY, 10598

Job Type : Other

Date Posted : 13 April 2026

Role Overview:Banking Specialist

Joining us means you can forge a thriving banking profession, with ample opportunities for growth, development, and making a meaningful difference. In this role centered around client engagement, you will be a pivotal figure in interacting with clients, delivering personalized financial guidance, and helping them explore various self-service tools like mobile banking, online banking, and ATMs.

Responsibilities:

  • Champions the bank's risk culture and pursues operational effectiveness
  • Forms strong bonds with clients to satisfy their financial needs
  • Complies with established processes and regulations in daily duties to make decisions that benefit clients and the bank, while also adhering to all applicable laws and guidelines
  • Boosts knowledge in business affairs and widens networking opportunities through partnerships with seasoned individuals in small enterprise management, fiscal solutions, and capital ventures
  • Successfully oversees the influx of visitors, appointments, and outbound calls in the financial center
  • Optimizes the customer service encounter
  • Manages cash responsibilities

Required Qualifications:

  • Shows a strong dedication to achieving results and prioritizing the client's welfare, characterized by an eager and self-driven approach.
  • Engages in effective teamwork to accomplish objectives, establishing and nurturing strong relationships.
  • Demonstrates a deep commitment, passion, and determination to enhance the financial situations of our clients.
  • Exhibits a strong sense of certainty when it comes to identifying answers for new and existing clients based on what they require.
  • Effectively communicates and confidently interacts with clients of varying backgrounds.
  • Exhibits the capability to grasp and assimilate new information and technological platforms.
  • Displays assurance in guiding customers on the utilization of self-service technologies for executing simple banking activities, such as ATM transactions, online banking functionalities, and mobile banking features.
  • Applies sharp critical thinking and proficient issue-resolution skills to ensure client satisfaction.
  • Will follow prescribed procedures and principles in daily tasks to uphold what is ethical for clients and the institution, while conforming to all relevant regulations and statutes.
  • Handles workload and time effectively.
  • Puts an emphasis on obtaining results while working in the client's favor.
  • Can accommodate weekend work and extended hours if necessary.

Desired Qualifications:

  • Having worked in financial services and possessing knowledge of the financial services industry, products, and alternatives.
  • One year of verifiable triumph in sales under a remuneration arrangement that features a base salary combined with incentives linked to individual sales goals.
  • Six months of practical cash management experience.
  • Applicants should hold a bachelor's degree or an associate degree in fields like business management, business administration, or finance.

Skills:

  • Adaptability
  • Business Acumen
  • Directing attention towards customer and client experience is fundamental in today's competitive market
  • Oral Communications
  • Problem Solving
  • Account Management
  • Client Experience Branding
  • Client Management
  • Client Solutions Advisory
  • Relationship Building
  • Business Development
  • Pipeline Management
  • Prospecting
  • Referral Identification
  • Referral Management

About Bank of America:

Bank of America's mission is straightforward yet powerful: to enhance financial well-being through the impact of every connection. We advocate for Sustainable Growth, ensuring delivery for our customers, employees, communities, and shareholders every day. Our commitment is deeply connected to our vision of becoming an exceptional place to work, prioritizing diversity, development, and welfare.

The well-being of our team members is our main concern, encompassing physical, emotional, and financial support, while also recognizing achievements and contributing to the communities we serve. At Bank of America, we take pride in our inclusive work environment that attracts exceptional talent and fosters career growth opportunities.

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