Relationship Banking Specialist

National Black MBA Association; Clearwater (FL); Hybrid; USD 32,000 - 42,000; Full time

Job summary

Bank of America is seeking aClient-focused associate to engage clients in the lobby and educate them on conducting transactions via self-service resources such as mobile, online banking, or ATM. You will process cash transactions accurately, learn client needs, and connect them to suitable financial solutions.

Responsibilities include building relationships, following processes, and supporting operational excellence while adhering to laws and regulations.

Qualifications

• Enthusiastic self-starter with a strong work ethic and results focus.
• Ability to learn and adapt to new information and technology platforms, including self-service banking tools.
• Excellent communication and relationship-building skills to educate clients and identify solutions.

Responsibilities

• Executes the bank's risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows established processes and guidelines to act in the best interest of clients and the bank, complying with 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

Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking aClient-focused associate to engage clients in the lobby and educate them on conducting transactions via self-service resources such as mobile, online banking, or ATM. You will process cash transactions accurately, learn client needs, and connect them to suitable financial solutions.

Responsibilities include building relationships, following processes, and supporting operational excellence while adhering to laws and regulations.