Client-Focused Relationship Banking Specialist

Bank of America; New York (NY); On-site; USD 25,000 - 30,000; Full time

Job summary

Bank of America is hiring a client-focused associate to educate lobby clients and assist with self-service transactions such as mobile, online, or ATM banking.

The role emphasizes accurate cash processing, deep conversations to understand financial goals, and connecting clients with tailored solutions. It requires a strong work ethic, weekend/extended hours availability, and travel to nearby centers as needed.

Qualifications

• Enthusiastic, self-motivated with a strong work ethic and results focus.
• Collaborates effectively to build relationships and deliver client value.
• Confident in identifying solutions for clients based on needs and education.
• Able to explain simple banking tasks using self-service channels.

Responsibilities

• Executes risk culture and aims for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows processes and rules to act in the client's and bank's best interest.
• Grows knowledge by partnering with experts in small business, lending, and investments.
• Manages center traffic, appointments, and outbound calls.
• Drives the client experience and ensures accuracy of cash handling.
• Manages cash responsibilities and daily cash controls.

Skills

Adaptability

Customer and Client Focus

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

Education

High School Diploma or GED

Bachelor's Degree or business-relevant Associate’s Degree in business/finance

Job description

Bank of America is hiring a client-focused associate to educate lobby clients and assist with self-service transactions such as mobile, online, or ATM banking.

The role emphasizes accurate cash processing, deep conversations to understand financial goals, and connecting clients with tailored solutions. It requires a strong work ethic, weekend/extended hours availability, and travel to nearby centers as needed.