
Balance & Client Account Specialist
Are you looking for a new and exciting opportunity in the banking industry? Do you have a passion for helping clients achieve financial stability? Look no further, because Bank of America is seeking a motivated and skilled Balance & Client Account Specialist to join our team! As a member of our dynamic and fast-paced environment, you will have the opportunity to use your expertise to ensure clients' accounts are accurately balanced and provide exceptional customer service. We are seeking individuals with a strong attention to detail, excellent communication skills, and a desire to help clients achieve their financial goals. If this sounds like you, we encourage you to apply for this rewarding position.
- Accurately balance and reconcile clients' accounts on a daily basis.
- Review and analyze financial data to identify and correct any discrepancies.
- Provide exceptional customer service to clients by addressing their inquiries and concerns in a timely and professional manner.
- Collaborate with other team members to identify and implement process improvements for increased efficiency and accuracy.
- Ensure compliance with all banking regulations and policies.
- Keep up-to-date on industry trends and changes in banking regulations.
- Maintain a high level of accuracy and attention to detail in all tasks.
- Communicate effectively with clients and colleagues regarding account information and updates.
- Stay organized and prioritize tasks to meet deadlines and maintain a smooth workflow.
- Proactively identify potential issues and escalate to management as needed.
- Establish and maintain positive relationships with clients and colleagues.
- Continuously strive to improve client satisfaction and retention.
- Provide support and assistance to other team members as needed.
- Participate in training and development opportunities to enhance skills and knowledge.
- Adhere to company policies and procedures at all times.
Bachelor's Degree In Finance, Accounting, Or A Related Field.
At Least 1-2 Years Of Experience In Banking Or Financial Services, Preferably In A Client-Facing Role.
Strong Understanding Of Balance And Account Reconciliation Processes.
Excellent Communication And Interpersonal Skills To Effectively Engage With Clients And Internal Teams.
Proficient In Financial Software And Tools, Such As Excel And Accounting Software.
Financial Analysis
Data Entry
Communication
Time Management
Microsoft Excel
Attention to detail
Relationship Management
Client Service
Cash Handling
Risk assessment
Problem-Solving
Account Reconciliation
Communication
Emotional Intelligence
Leadership
Time management
Interpersonal Skills
creativity
Attention to detail
Teamwork
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Balance & Client Account Specialist in Chester, UK is between £18,000-£25,000 per year. However, this can vary depending on the specific company, industry, and level of experience of the individual. Some companies may offer higher salaries or additional benefits such as bonuses or commission. It is important to research and compare salaries for similar roles in the area to get a better understanding of the average salary range.
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Bank of America Corp. is a bank and financial holding company, which engages in the provision of banking and nonbank financial services. It operates through the following segments: Consumer Banking, Global Wealth and Investment Management, Global Banking, Global Markets, and Legacy Assets and Servicing. The Consumer Banking segment offers credit, banking, and investment products and services to consumers and small businesses.

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