Relationship Banker: Drive Client Growth & Service

Bank of America; Merrillville (IN); On-site; USD 30,000 - 42,000; Full time

Job summary

Bank of America in the United States is seeking a Client Service Specialist to engage clients in the lobby, educate on self-service tools, and process cash transactions accurately.

You will build relationships, meet financial goals, and follow processes within regulatory guidelines; weekend/extended hours may be required. A high school diploma is acceptable; a college degree is not mandatory. Training will occur at a financial center location.

Qualifications

• Bachelor's Degree or business-related Associate’s Degree in business/finance preferred.
• One year of successful salary-plus-incentive sales experience with individual goals.
• Six months of cash handling experience.
• Experience in financial services and knowledge of products and solutions.

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.
• 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 and manages cash responsibilities.

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

Prospecting

Referral Identification

Referral Management

Education

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

Job description

Bank of America in the United States is seeking a Client Service Specialist to engage clients in the lobby, educate on self-service tools, and process cash transactions accurately.

You will build relationships, meet financial goals, and follow processes within regulatory guidelines; weekend/extended hours may be required. A high school diploma is acceptable; a college degree is not mandatory. Training will occur at a financial center location.