Relationship Banking Specialist

Bank of America; Palatine (IL); On-site; USD 34,000 - 42,000; Full time

Job summary

Bank of America is seeking a client-focused team member to engage clients in the lobby and educate them on self-service options such as mobile, online banking, and ATM transactions.

You will process cash transactions, build relationships, and connect clients to financial solutions that meet their goals while navigating a fast-paced banking environment. The role emphasizes risk culture, compliance, and superior client experiences. Weekend flexibility may be required.

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results, acting in the best interest of the client.
• Collaborates effectively to get things done, building and nurturing strong relationships.
• Shows passion, commitment and drive to deliver an experience that improves clients’ financial lives.

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, adhering to laws and regulations.
• Grows business knowledge and network by partnering with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls effectively.
• Drives the client experience.
• Manages cash responsibilities.

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 is seeking a client-focused team member to engage clients in the lobby and educate them on self-service options such as mobile, online banking, and ATM transactions.

You will process cash transactions, build relationships, and connect clients to financial solutions that meet their goals while navigating a fast-paced banking environment. The role emphasizes risk culture, compliance, and superior client experiences. Weekend flexibility may be required.