Relationship Banker — Elevate Client Banking Experience

Bank of America; Thomasville (NC); On-site; USD 50,000 - 70,000; Full time

Job summary

Bank of America is seeking a Customer Service Specialist to engage clients in the lobby, educate them on self-service options, and assist with cash transactions. You will build relationships, understand client needs, and connect them to banking solutions while adhering to laws and guidelines.

The role requires strong communication, problem-solving, and the ability to work weekends or extended hours as needed, with in-office collaboration and a focus on delivering excellent client experiences.

Qualifications

• Demonstrated ability to engage clients and educate on financial transactions.
• Sales experience in a salary plus incentive environment is preferred.
• Cash handling experience is a plus.
• Bachelor’s Degree or business-relevant degree is desirable.

Responsibilities

• Engage clients in the lobby to educate and assist with transactions.
• Process cash transactions accurately and efficiently.
• Develop deep conversations to understand clients' financial goals and connect them to solutions.
• Build relationships with clients to meet financial needs and grow the center’s business.
• Manage center traffic, appointments, and outbound calls; drive the client experience.

Skills

Adaptability

Customer focus

Relationship building

Oral communications

Problem solving

Account management

Client experience branding

Client management

Client solutions advisory

Prospecting

Referral identification

Referral management

Education

Bachelor's Degree

High School Diploma / GED

Job description

Bank of America is seeking a Customer Service Specialist to engage clients in the lobby, educate them on self-service options, and assist with cash transactions. You will build relationships, understand client needs, and connect them to banking solutions while adhering to laws and guidelines.

The role requires strong communication, problem-solving, and the ability to work weekends or extended hours as needed, with in-office collaboration and a focus on delivering excellent client experiences.