Relationship Banking Specialist

Bank of America; Buffalo Grove (IL); On-site; USD 35,000 - 52,000; Full time

Job summary

Bank of America is seeking a Customer Service Associate to engage clients in the lobby, educate on mobile/online banking and ATM self‑service, and accurately process cash transactions. You will develop deep conversations to understand clients’ financial goals and connect them with suitable solutions.

The role focuses on building relationships, following bank procedures, and collaborating with experts in lending and investments to support client needs. Office-based with potential for flexibility.

Qualifications

• High school diploma or equivalent required; college degree a plus.
• Experience in financial services or sales with ability to learn banking products recommended.
• Strong communication, problem‑solving, and relationship skills are essential.

Responsibilities

• Executes bank processes and delivers excellent client service.
• Builds relationships with clients to meet financial needs.
• Follows established processes and regulations to protect clients and the bank.
• Partners with experts in small business, lending, and investments to grow the business.
• Manages center traffic, appointments, and outbound calls.
• Drives the client experience and supports cash handling responsibilities.
• Flexibility to work weekends and extended hours as needed.

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

High School Diploma / GED / Secondary School or equivalent

Bachelor's degree or business relevant associate degree such as business management, business administration, or finance

Job description

Bank of America is seeking a Customer Service Associate to engage clients in the lobby, educate on mobile/online banking and ATM self‑service, and accurately process cash transactions. You will develop deep conversations to understand clients’ financial goals and connect them with suitable solutions.

The role focuses on building relationships, following bank procedures, and collaborating with experts in lending and investments to support client needs. Office-based with potential for flexibility.