Personal Banking Relationship Specialist

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

Job summary

Bank of America is seeking a client-focused associate to actively engage clients in the lobby, educate them on self-service channels, and process cash transactions accurately. You will build relationships, understand client financial goals, and connect them to suitable solutions while ensuring compliance and high service standards.

The role supports daily operations, handles cash duties, and seeks opportunities to improve the client experience.

Qualifications

• High School Diploma or equivalent is required.
• Experience in financial services and knowledge of financial products is preferred.
• Ability to work weekends and/or extended hours may be required.

Responsibilities

• Executes the bank's risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
• Grows business knowledge and network by partnering with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls effectively.
• Drives the client experience.
• Manages cash responsibilities.

Skills

Adaptability

Customer focus

Oral communications

Problem solving

Relationship building

Pipeline management

Client management

Account management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a client-focused associate to actively engage clients in the lobby, educate them on self-service channels, and process cash transactions accurately. You will build relationships, understand client financial goals, and connect them to suitable solutions while ensuring compliance and high service standards.

The role supports daily operations, handles cash duties, and seeks opportunities to improve the client experience.