Relationship Banking Specialist

Bank of America; Florida; On-site; USD 38,000 - 47,000; Full time

Job summary

Bank of America is seeking a customer-focused colleague to engage clients in the lobby and educate them on using self-service channels such as mobile, online banking, and ATMs. You will handle cash transactions accurately, while building meaningful conversations to understand clients' financial goals.

Responsibilities include managing center flow, scheduling, and outbound outreach, partnering with experts across lending, investments, and small business services, and delivering an outstanding

Qualifications

• Demonstrates enthusiasm, motivation, and focus on results to serve clients.
• Builds strong client relationships and collaborates across teams.
• Communicates effectively with clients and colleagues to educate on options.
• Learns and adapts quickly to new information and technology platforms.
• Applies critical thinking and problem-solving to meet client needs.
• Respects laws and internal guidelines while delivering service.

Responsibilities

• Engage clients in the lobby and educate on self-service resources.
• Process cash transactions accurately and efficiently.
• Develop in-depth knowledge of clients' financial and life goals.
• Grow knowledge by partnering with specialists in small business, lending, and investments.
• Manage center traffic, appointments, and outbound calls.
• Drive the client experience and protect cash responsibilities.

Skills

Self-starter

Relationship-building

Communication

Adaptability

Problem solving

Time management

Sales mindset

Cash handling

Education

Bachelor's or related Associate's degree

Job description

Bank of America is seeking a customer-focused colleague to engage clients in the lobby and educate them on using self-service channels such as mobile, online banking, and ATMs. You will handle cash transactions accurately, while building meaningful conversations to understand clients' financial goals.

Responsibilities include managing center flow, scheduling, and outbound outreach, partnering with experts across lending, investments, and small business services, and delivering an outstanding