Personal Banking Relationship Specialist

Bank of America; Shrewsbury (NJ); On-site; USD 42,000 - 64,000; Full time

Job summary

Bank of America is seeking a customer-focused associate to engage clients in the lobby, educate them on self-service options (ATM, online, mobile banking), and assist with transactions. The role requires building relationships, understanding client financial needs, and guiding them to appropriate solutions while adhering to risk and regulatory guidelines.

The position involves processing cash transactions, managing center traffic, and supporting a strong client experience.

Qualifications

• Required Qualifications include being self-motivated, energetic, and results-driven.
• Strong relationship-building and client engagement skills with the ability to explain banking solutions.
• Bachelor's degree or associate's degree in business-related fields as desirable; high school diploma required as minimum.

Responsibilities

• Engage clients in the lobby to educate and assist with transactions using self-service resources.
• Process cash transactions accurately and efficiently while managing center traffic and appointments.
• Build client relationships and connect clients to banking solutions to meet financial goals.
• Follow established processes and guidelines, complying with laws and regulations.

Skills

Adaptability

Customer and Client Focus

Oral Communications

Problem Solving

Relationship Building

Client Management

Pipeline Management

Prospecting

Referral Management

Education

Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance

Job description

Bank of America is seeking a customer-focused associate to engage clients in the lobby, educate them on self-service options (ATM, online, mobile banking), and assist with transactions. The role requires building relationships, understanding client financial needs, and guiding them to appropriate solutions while adhering to risk and regulatory guidelines.

The position involves processing cash transactions, managing center traffic, and supporting a strong client experience.