Relationship Banking Specialist

Habitat For Humanity Of Durham; Fuquay-Varina (NC); On-site; USD 30,000 - 36,000; Full time

Job summary

Bank of America is seeking a customer-focused team member to engage clients in the lobby, educate them on self-service options, and assist with transactions. You will handle cash, build relationships, and connect clients with solutions to meet financial goals.

The role requires strong communication, problem-solving, and time-management skills, with flexibility to work weekends and extended hours as needed to serve clients and support branches.

Qualifications

• Requires excellent customer service and communication skills.
• Ability to learn and navigate self-service banking tools.
• Strong problem-solving and decision-making abilities.
• Experience in financial services or sales is a plus.

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 do what is right for clients and the bank.
• Grows knowledge by partnering with experts in small business, lending, and investments.
• Manages center traffic, appointments, and outbound calls effectively.
• Drives the client experience.
• Manages cash responsibilities.

Skills

Customer-focused

Communication

Problem solving

Sales oriented

Time management

Relationship building

Adaptability

Attention to detail

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a customer-focused team member to engage clients in the lobby, educate them on self-service options, and assist with transactions. You will handle cash, build relationships, and connect clients with solutions to meet financial goals.

The role requires strong communication, problem-solving, and time-management skills, with flexibility to work weekends and extended hours as needed to serve clients and support branches.