Personal Banking Relationship Specialist

Bank of America; Berkeley Heights (NJ); On-site; USD 3,578,000 - 4,374,000; Full time

Job summary

Bank of America seeks a client-focused associate to be the first point of contact for financial center clients in Berkeley Heights, NJ. You will uncover personal banking needs, offer solutions, and connect clients to specialists while driving exceptional service.

You will educate clients on self-service tools, assist with transactions, and maintain regulatory compliance. Weekend hours and notary eligibility are included in this role.

Qualifications

• Minimum of one year sales experience in a relationship-oriented environment.
• Strong written and verbal communication skills.
• Willingness to obtain a notary commission within a few months and work weekends if required.

Responsibilities

• Uncover personal banking needs and connect clients to specialists.
• Assist clients with self-service and transactional activities.
• Proactively follow up with clients and conduct outbound calls.

Skills

Sales experience

Client relationship

Communication skills

Notary commission eligibility

Time management

Weekend availability

Self-motivation

Problem solving

Education

Associate/Bachelor in business/finance

Job description

Bank of America seeks a client-focused associate to be the first point of contact for financial center clients in Berkeley Heights, NJ. You will uncover personal banking needs, offer solutions, and connect clients to specialists while driving exceptional service.

You will educate clients on self-service tools, assist with transactions, and maintain regulatory compliance. Weekend hours and notary eligibility are included in this role.