Relationship Banking Specialist

Bank of America; Morganton (NC); On-site; USD 35,000 - 55,000; Full time

Job summary

Bank of America, a leader in financial services, seeks a customer-focused professional to serve as the first point of contact for financial center clients in Morganton, NC. You will uncover personal banking needs, offer solutions, and connect clients to specialists while supporting self-service transactions.

Roles emphasize outbound client contact, follow-up routines, and adherence to regulatory requirements to deliver an exceptional client experience.

Qualifications

• Minimum of one year sales experience in a client-centric environment.
• Strong written and verbal communications skills.
• Ability to learn and adapt to new information and technology platforms.

Responsibilities

• Serve as the first point of contact for financial center clients and uncover personal banking needs.
• Provide solutions and connect clients to specialists, supporting self-service or transactional activities.
• Deepen client relationships through platform services and offer exceptional client care.

Skills

Active Listening

Relationship Building

Client Experience Branding

Problem Solving

Oral Communications

Account Management

Pipeline Management

Prospecting

Education

High School Diploma / GED

Associate’s or Bachelor’s in business, finance, or related field

Job description

Bank of America, a leader in financial services, seeks a customer-focused professional to serve as the first point of contact for financial center clients in Morganton, NC. You will uncover personal banking needs, offer solutions, and connect clients to specialists while supporting self-service transactions.

Roles emphasize outbound client contact, follow-up routines, and adherence to regulatory requirements to deliver an exceptional client experience.