Personal Banking & Relationship Specialist

Bank of America; Decatur (GA); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Affordable benefits

Job summary

Bank of America in the United States is hiring for a branch-facing role focused on engaging clients in the lobby and educating them on self-service resources like mobile and online banking. You will process cash transactions and discuss financial priorities to connect clients with suitable solutions.

The position emphasizes strong relationship-building, adherence to laws, and providing excellent client experiences.

Qualifications

• High school diploma or equivalent is required.
• Experience in customer service or sales is a plus.
• Ability to work weekends or extended hours as needed.
• Strong communication and relationship-building skills.

Responsibilities

• Engages clients in the lobby to educate and assist with transactions.
• Processes cash transactions accurately and efficiently.
• Develops deep conversations to understand client needs and connect to solutions.
• Builds relationships to meet client financial needs and goals.
• Follows bank processes and regulatory guidelines in daily activities.
• Manages center traffic, appointments, and outbound calls to support clients.

Skills

Adaptability

Business Acumen

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 / GED

Job description

Bank of America in the United States is hiring for a branch-facing role focused on engaging clients in the lobby and educating them on self-service resources like mobile and online banking. You will process cash transactions and discuss financial priorities to connect clients with suitable solutions.

The position emphasizes strong relationship-building, adherence to laws, and providing excellent client experiences.