Relationship Banking Specialist

Bank of America; Saint Clair Shores (MI); On-site; USD 36,000 - 48,000; Full time

Job summary

Bank of America is seeking a client-focused professional to engage with clients in the lobby, educate on self-service banking, and process transactions accurately. This position emphasizes building deep client relationships, understanding financial goals, and connecting customers to banking solutions.

The role requires strong communication, adaptability, and the ability to work within established guidelines while meeting regulatory requirements. Weekend or extended hours may be needed.

Qualifications

• Experience in financial services is preferred.
• Sales experience in a salary plus incentive environment is desired.
• Cash handling experience is a plus.
• Bachelor's or business-focused associate degree is favored.
• Strong ability to learn and adapt to new technology platforms.

Responsibilities

• Executes the bank's risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows established processes to do what is right for clients and the bank.
• Grows knowledge by collaborating with experts in small business, lending, and investments.
• Manages center traffic, appointments, and outbound calls.
• Drives the client experience and handles 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

Bachelor's Degree or business-relevant Associate’s Degree

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a client-focused professional to engage with clients in the lobby, educate on self-service banking, and process transactions accurately. This position emphasizes building deep client relationships, understanding financial goals, and connecting customers to banking solutions.

The role requires strong communication, adaptability, and the ability to work within established guidelines while meeting regulatory requirements. Weekend or extended hours may be needed.