Client Relationship Specialist - Personal Banking

Bank of America Corporation; Palm Bay (FL); On-site; USD 36,000 - 48,000; Full time

Job summary

Bank of America is seeking a Customer Service Associate to engage clients in the lobby, educate them on self-service banking, and assist with cash transactions. The role emphasizes building relationships and understanding clients’ financial priorities to connect them with appropriate solutions.

Responsibilities include processing cash, following policies, and supporting center operations while working to meet client needs in a fast-paced retail banking environment.

Qualifications

• High School Diploma or GED required.
• Bachelor’s degree in business, finance or related field preferred.

Responsibilities

• Engage clients in the lobby to educate and assist with transactions via self-service channels.
• Accurately and efficiently process cash transactions.
• Develop in-depth understanding of clients’ financial priorities and connect them to suitable solutions.
• Build relationships with clients to meet financial needs.
• Follow established processes and comply with laws and regulations.
• Support cash handling and center traffic management.

Skills

Adaptability

Client Focus

Oral Communications

Problem Solving

Relationship Building

Business Development Pipeline

Prospecting

Referral Identification

Referral Management

Account Management

Client Solutions

Advisory

Education

Bachelor’s Degree in Business/Finance

High School Diploma / GED

Job description

Bank of America is seeking a Customer Service Associate to engage clients in the lobby, educate them on self-service banking, and assist with cash transactions. The role emphasizes building relationships and understanding clients’ financial priorities to connect them with appropriate solutions.

Responsibilities include processing cash, following policies, and supporting center operations while working to meet client needs in a fast-paced retail banking environment.