Relationship Banking Specialist

Bank of America Corporation; Anderson (IN); On-site; USD 32,000 - 42,000; Full time

Job summary

Bank of America in Anderson, Indiana seeks a client‑facing associate to greet and educate customers in the lobby about self‑service options (mobile, online, ATM) and to assist with routine cash transactions. You will develop deep conversations to understand financial priorities and connect clients to suitable solutions.

Responsibilities include following established processes, strengthening client relationships, supporting teams across lending and investments, managing center flow, and

Qualifications

• Customer-focused self-starter with a strong work ethic and results orientation.
• Effective communicator, confident in engaging clients.
• Ability to learn and adapt to new information and technology platforms.
• Will follow established processes and comply with laws and regulations.
• Willing to work weekends or extended hours.

Responsibilities

• Engage clients in the lobby to educate and assist with self-service banking.
• Process cash transactions accurately and efficiently.
• Build relationships to meet clients' financial needs.
• Partner with experts in lending and investments.
• Manage center traffic, appointments, and outbound calls.
• Drive the client experience and adhere to risk guidelines.

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

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

Bachelor's Degree or business-relevant Associate's Degree

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Anderson, Indiana seeks a client‑facing associate to greet and educate customers in the lobby about self‑service options (mobile, online, ATM) and to assist with routine cash transactions. You will develop deep conversations to understand financial priorities and connect clients to suitable solutions.

Responsibilities include following established processes, strengthening client relationships, supporting teams across lending and investments, managing center flow, and