Personal Banking & Relationships Advisor

Bank of America; Lynnwood (WA); On-site; USD 3,578,000 - 4,374,000; Full time

Job summary

Bank of America in Lynnwood, WA is hiring a Customer Service Specialist to serve as the first point of contact for clients, uncover personal banking needs, and connect customers to specialists. You will support self-service transactions and deliver exceptional client care.

The role emphasizes outbound client outreach, building relationships, and compliance with regulatory requirements, with weekend hours and on-site work in Washington.

Qualifications

• Minimum of a high school diploma or GED.
• One year of sales experience in a client-focused environment.
• Strong written and verbal communications; confident with all clients.

Responsibilities

• Partners with teams to provide personal banking solutions for clients.
• Educates clients on self-service options and conducts transactions.
• Optimizes the client experience using available resources and processes.
• Follows established processes and regulatory requirements in daily activities.
• Manages client interactions with professional judgment and care.

Skills

Active Listening

Customer Focus

Relationship Building

Problem Solving

Sales Experience

Communication Skills

Team Collaboration

Time Management

Education

High School Diploma or GED

Associate's or Bachelor's degree in related field

Job description

Bank of America in Lynnwood, WA is hiring a Customer Service Specialist to serve as the first point of contact for clients, uncover personal banking needs, and connect customers to specialists. You will support self-service transactions and deliver exceptional client care.

The role emphasizes outbound client outreach, building relationships, and compliance with regulatory requirements, with weekend hours and on-site work in Washington.