Relationship Banking Specialist

Bank of America; Idaho; On-site; USD 38,000 - 52,000; Full time

Job summary

Bank of America is seeking a Customer Service Representative to engage clients in the lobby, educate on self-service banking, and accurately process cash transactions. You will build trusted relationships and identify solutions that meet clients' financial goals while following bank policies.

You may work weekends or extended hours within an in-office environment designed to foster collaboration, development, and client service excellence.

Qualifications

• High school diploma or equivalent required.
• Bachelor's degree in business, finance, or related field preferred.
• Experience in financial services and sales a plus.
• Ability to learn and navigate banking platforms and processes.

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 Management

Prospecting

Referral Identification

Referral Management

Education

Bachelor's Degree in Business Administration

High School Diploma / GED

Job description

Bank of America is seeking a Customer Service Representative to engage clients in the lobby, educate on self-service banking, and accurately process cash transactions. You will build trusted relationships and identify solutions that meet clients' financial goals while following bank policies.

You may work weekends or extended hours within an in-office environment designed to foster collaboration, development, and client service excellence.