Relationship Banking Specialist

National Black MBA Association; Naples, Northern (FL, KY); Hybrid; USD 34,000 - 54,000; Full time

Job summary

Bank of America is committed to an inclusive in-office culture and serves clients by guiding them through transactions via self-service options such as mobile and online banking, ATMs, and in-branch support. This role emphasizes relationship building, cash handling, and detecting opportunities to improve clients' financial lives.

The position requires strong customer service, adaptability, and the ability to work weekends or extended hours across multiple centers within a reasonable distance.

Qualifications

• Enthusiastic self-starter with a strong work ethic and results focus.
• Collaborates to build relationships and deliver client-focused service.
• Confident in identifying solutions for client needs across banking products.
• Ability to learn and adapt to new information and technology platforms.
• Comfortable teaching clients to use self-service banking (ATM/online/mobile).
• Able to work weekends or extended hours as required.

Responsibilities

• Engage clients in the lobby to educate and assist with transactions through self-service resources.
• Process cash transactions accurately and efficiently for clients.
• Develop deep conversations to understand financial and life priorities and connect clients to solutions.
• Build relationships to meet financial needs and drive client experience.
• Manage center traffic, appointments, and outbound calls effectively.
• Follow processes and comply with laws and regulations.

Skills

Relationship Building

Sales & Advisory

Customer Service

Communication

Problem Solving

Time Management

Adaptability

Technology Literacy

Education

High School Diploma or GED

Bachelor's degree or business-related degree (preferred)

Job description

Bank of America is committed to an inclusive in-office culture and serves clients by guiding them through transactions via self-service options such as mobile and online banking, ATMs, and in-branch support. This role emphasizes relationship building, cash handling, and detecting opportunities to improve clients' financial lives.

The position requires strong customer service, adaptability, and the ability to work weekends or extended hours across multiple centers within a reasonable distance.