Relationship Banking Specialist

ghr; Pennsylvania; On-site; USD 32,000 - 42,000; Full time

Job summary

Bank of America is actively seeking a client-focused associate to engage clients in the lobby, assist with self-service resources, and process cash transactions accurately. The role emphasizes building strong client relationships, understanding financial priorities, and connecting clients to suitable solutions to meet their goals.

The position requires strong communication skills, adaptability, and a commitment to lawful, compliant service.

Qualifications

• Enthusiastic, self-starter with strong work ethic and results focus.
• Collaborates effectively to build relationships and teamwork.
• Drives to deliver an experience that improves clients' financial lives.
• Confident in identifying client solutions and engaging all clients.
• Excellent communication and ability to engage with a diverse client base.
• Able to learn new information and technology platforms quickly.
• Able to educate clients on self-service banking (ATM/online/mobile).
• Strong analytical and problem-solving skills to meet client needs.
• Follows processes and adheres to applicable laws and regulations.
• Manages time and capacity efficiently.
• Focuses on results while acting in the best interest of the client.
• Available to work weekends and at multiple financial centers as needed.

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 in daily activities to do what is right for clients and the bank, adhering to all applicable 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 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

Bachelor's Degree

Associate’s Degree (Business/Finance)

Job description

Bank of America is actively seeking a client-focused associate to engage clients in the lobby, assist with self-service resources, and process cash transactions accurately. The role emphasizes building strong client relationships, understanding financial priorities, and connecting clients to suitable solutions to meet their goals.

The position requires strong communication skills, adaptability, and a commitment to lawful, compliant service.