Relationship Banking Specialist

Bank Of America; Oregon; On-site; USD 42,000 - 56,000; Full time

Job summary

Bank of America in the United States is seeking a client-focused associate to engage customers in the lobby, teaching self-service options and processing transactions efficiently. You will build relationships, manage cash, and partner with specialists to meet clients' financial goals.

Ideal candidates show exceptional communication, problem solving, and a commitment to compliant, ethical service. Weekend hours may be required.

Qualifications

• Includes strong client focus and ability to learn and adapt to new information.
• Promotes ethical conduct and adherence to laws and regulations.
• Experience in customer service and sales in financial services is a plus.

Responsibilities

• Engages clients in the lobby to educate and assist with self-service banking.
• Processes cash transactions accurately and efficiently for clients.
• Builds relationships to meet clients' financial needs and goals.
• Follows processes and guidelines to act in clients' and the bank's best interest.
• Manages center traffic, appointments, and outbound calls; drives client experience.
• Handles cash responsibilities and collaborates with experts in lending and investments.

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 the United States is seeking a client-focused associate to engage customers in the lobby, teaching self-service options and processing transactions efficiently. You will build relationships, manage cash, and partner with specialists to meet clients' financial goals.

Ideal candidates show exceptional communication, problem solving, and a commitment to compliant, ethical service. Weekend hours may be required.