Relationship Banking Specialist

Bank of America; Apex (NC); On-site; USD 42,000 - 58,000; Full time

Job summary

Bank of America is seeking a customer-focused professional to be the first point of contact for financial center clients, uncovering personal banking needs and offering tailored solutions. You will deepen relationships through platform services, support self-service and transactions, and provide exceptional client care.

Expect outbound calls and regular follow-up to drive service excellence. You will collaborate with teams to deliver consumer and small business outcomes, while adhering to

Qualifications

• Minimum one year sales experience in a relationship-oriented client-centric environment.
• Strong work ethic with a results focus and client-first mindset.
• Excellent collaboration and relationship-building abilities.
• Passion and drive to deliver positive financial life outcomes for clients.
• Able to identify client solutions based on needs.

Responsibilities

• Provide financial center clients with consumer and small business solutions and guidance.
• Educate clients on self-service options and transactions.
• Utilize resources and technology to optimise client experience and accuracy.
• Follow processes, comply with laws, and handle account openings and maintenance.
• Manage client interactions with proper regulatory compliance.

Skills

Active Listening

Business Acumen

Customer 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

High School Diploma / GED / Secondary School or equivalent

Associate's Degree or Bachelor's Degree in business, finance or a related field

Job description

Bank of America is seeking a customer-focused professional to be the first point of contact for financial center clients, uncovering personal banking needs and offering tailored solutions. You will deepen relationships through platform services, support self-service and transactions, and provide exceptional client care.

Expect outbound calls and regular follow-up to drive service excellence. You will collaborate with teams to deliver consumer and small business outcomes, while adhering to