Personal Banking Relationship Specialist

Sacbar; South Gate, Northern (CA, KY); Hybrid; USD 34,000 - 36,000; Full time

Benefits offered by this job

Benefits eligible

Industry-leading benefits

Job summary

Bank of America operates in an office-centric culture with a focus on client engagement in the lobby and self-service banking education. The role centers on processing cash transactions accurately while building meaningful client relationships and guiding customers to appropriate financial solutions.

Ideal candidates demonstrate bilingual Spanish communication, strong teamwork, and a commitment to compliance, with flexibility for weekend shifts and cross-site opportunities in the South Gate area.

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results.
• Ability to learn and adapt to new information and technology platforms.
• Fluent in Spanish; able to educate clients on how to conduct simple banking transactions via self-service channels.
• Willing to work weekends and/or extended hours as needed at multiple locations.
• Experience in financial services and cash handling is beneficial.

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 to do what is right for clients and the bank, adhering to laws and regulations
• Grows knowledge 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

Customer focus

Communication

Relationship building

Problem solving

Time management

Bilingual Spanish

Education

Bachelor's degree or equivalent

Job description

Bank of America operates in an office-centric culture with a focus on client engagement in the lobby and self-service banking education. The role centers on processing cash transactions accurately while building meaningful client relationships and guiding customers to appropriate financial solutions.

Ideal candidates demonstrate bilingual Spanish communication, strong teamwork, and a commitment to compliance, with flexibility for weekend shifts and cross-site opportunities in the South Gate area.