Relationship Banking Specialist

Bank of America; Columbia (SC); On-site; USD 32,000 - 50,000; Full time

Job summary

Bank of America is seeking to educate and assist clients in a lobby setting, guiding transactions via self-service channels. The role emphasizes deep conversations to uncover financial priorities and connect clients with tailored solutions that meet their goals.

Responsibilities include serving customers, managing center traffic, and supporting sales across small business, lending, and investments while ensuring regulatory compliance and excellent client experiences.

Qualifications

• High School Diploma or GED required.
• Excellent interpersonal and communication skills.
• Ability to learn and adapt to new information and technology platforms.

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 in daily activities to do what is right for clients and the bank, adhering to all applicable 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 Mgmt

Prospecting

Referral Identification

Referral Management

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor's Degree or business-relevant Associate’s Degree (e.g., business management, business administration or finance)

Job description

Bank of America is seeking to educate and assist clients in a lobby setting, guiding transactions via self-service channels. The role emphasizes deep conversations to uncover financial priorities and connect clients with tailored solutions that meet their goals.

Responsibilities include serving customers, managing center traffic, and supporting sales across small business, lending, and investments while ensuring regulatory compliance and excellent client experiences.