Bank of America

Balance & Client Account Specialist

Bank of America

Chester, UK
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

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.

  1. Accurately balance and reconcile clients' accounts on a daily basis.
  2. Review and analyze financial data to identify and correct any discrepancies.
  3. Provide exceptional customer service to clients by addressing their inquiries and concerns in a timely and professional manner.
  4. Collaborate with other team members to identify and implement process improvements for increased efficiency and accuracy.
  5. Ensure compliance with all banking regulations and policies.
  6. Keep up-to-date on industry trends and changes in banking regulations.
  7. Maintain a high level of accuracy and attention to detail in all tasks.
  8. Communicate effectively with clients and colleagues regarding account information and updates.
  9. Stay organized and prioritize tasks to meet deadlines and maintain a smooth workflow.
  10. Proactively identify potential issues and escalate to management as needed.
  11. Establish and maintain positive relationships with clients and colleagues.
  12. Continuously strive to improve client satisfaction and retention.
  13. Provide support and assistance to other team members as needed.
  14. Participate in training and development opportunities to enhance skills and knowledge.
  15. Adhere to company policies and procedures at all times.
Where is this job?
This job is located at Chester, UK
Job Qualifications
  • 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.

Required Skills
  • Financial Analysis

  • Data Entry

  • Communication

  • Time Management

  • Microsoft Excel

  • Attention to detail

  • Relationship Management

  • Client Service

  • Cash Handling

  • Risk assessment

  • Problem-Solving

  • Account Reconciliation

Soft Skills
  • Communication

  • Emotional Intelligence

  • Leadership

  • Time management

  • Interpersonal Skills

  • creativity

  • Attention to detail

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

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.

Additional Information
Bank of America is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedMarch 26th, 2025
Apply BeforeAugust 19th, 2025
This job posting is from a verified source. 
Reposted

Apply with Video Cover Letter Add a warm greeting to your application and stand out!

About Bank of America

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.

Frequently asked questions

Get interviewed today!

JobzMall is the world‘ s largest video talent marketplace.It‘s ultrafast, fun, and human.

Get Started