Relationship Banking Specialist

Bank of America; Cedar Hill (TX); On-site; USD 32,000 - 44,000; Full time

Job summary

Bank of America in the United States is seeking a customer-focused representative to engage clients in the lobby, assist with transactions via self-service resources, and educate clients on online and mobile banking. You will handle cash transactions accurately and build relationships to meet financial needs.

Requirements include a proactive work ethic, strong communication, and the ability to learn new technology platforms. Weekend availability and travel to nearby centers may be required.

Qualifications

• Enthusiastic self-starter with a strong work ethic and results orientation.
• Collaborates effectively to get things done and build relationships.
• Delivers experiences that improve clients' financial lives.
• Identifies solutions for new and existing clients based on their needs.
• Educates clients on how to conduct simple banking transactions through self-service technologies.

Responsibilities

• Executes the bank's risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows established processes to do what is right for clients and the bank, adhering to laws and regulations.
• 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.
• 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

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in the United States is seeking a customer-focused representative to engage clients in the lobby, assist with transactions via self-service resources, and educate clients on online and mobile banking. You will handle cash transactions accurately and build relationships to meet financial needs.

Requirements include a proactive work ethic, strong communication, and the ability to learn new technology platforms. Weekend availability and travel to nearby centers may be required.