Relationship Banking Specialist

Bank of America; McKinney (TX); On-site; USD 36,000 - 52,000; Full time

Job summary

Bank of America is hiring for a Financial Center role focused on serving clients in a lobby setting. The position involves educating clients on self-service options, processing cash transactions, and proactively uncovering financial needs to connect clients with suitable solutions.

The role requires a strong client focus, effective communication, and the ability to work within established processes while complying with applicable laws and regulations.

Qualifications

• Enthusiastic, self-starter with strong work ethic and results focus
• Collaborates effectively to achieve goals
• Passion and drive to deliver an enhanced client experience
• Confident in identifying solutions for client needs
• Clear communication and engagement with all clients
• Comfort with learning new information and technology platforms
• Ability to educate clients on self-service banking options
• Strong critical thinking and problem-solving skills
• Adherence to laws and bank policies
• Willing to work weekends/extended hours as needed

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 business knowledge by partnering with experts in small business, lending, and investments
• Manages financial center traffic, appointments, and outbound calls effectively
• Drives the client experience and ensures service quality
• Manages cash responsibilities

Skills

Adaptability

Business Acumen

Customer and Client Focus

Oral Communications

Problem Solving

Relationship Building

Client Experience Branding

Client Management

Client Solutions Advisory

Pipeline Management

Prospecting

Referral Management

Education

Bachelor's Degree

Associate’s Degree in Business Administration

Job description

Bank of America is hiring for a Financial Center role focused on serving clients in a lobby setting. The position involves educating clients on self-service options, processing cash transactions, and proactively uncovering financial needs to connect clients with suitable solutions.

The role requires a strong client focus, effective communication, and the ability to work within established processes while complying with applicable laws and regulations.