Relationship Banking Specialist

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

Job summary

Bank of America in Minnetonka is seeking a Client Associate to engage clients in the lobby, educate on self-service options, and assist with transactions. You will process cash accurately and build relationships to connect clients with suitable financial solutions.

The role requires strong communication, adaptability, and a commitment to delivering an exceptional client experience, including weekend or extended hours as needed.

Qualifications

• Enthusiastic self-starter with strong work ethic and results focus.
• Collaborates effectively to meet client needs and build relationships.
• Demonstrates passion and drive to improve clients' financial lives.

Responsibilities

• Executes the bank's risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows processes and guidelines to act in the clients' and bank's best interest and comply with laws.
• Grows knowledge by partnering with experts in small business, lending, and investments.
• Manages center traffic, appointments, and outbound calls; drives client experience.

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

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Minnetonka is seeking a Client Associate to engage clients in the lobby, educate on self-service options, and assist with transactions. You will process cash accurately and build relationships to connect clients with suitable financial solutions.

The role requires strong communication, adaptability, and a commitment to delivering an exceptional client experience, including weekend or extended hours as needed.