Relationship Banking Specialist

Bank of America; Temple (TX); On-site; USD 34,000 - 52,000; Full time

Job summary

Bank of America in the United States is seeking a client-focused team member to engage customers in the lobby, educate on self-service resources, and accurately process cash transactions. You will build relationships, understand financial goals, and connect clients with suitable banking solutions.

The role requires strong communication, adaptability, and the ability to learn new technology platforms. Weekend availability may be required, with in-office training at a designated financial center.

Qualifications

• Enthusiastic self-starter with strong work ethic and results focus.

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 by partnering with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls effectively.
• Drives the client experience and 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 or related business degree (business management, business administration, or finance)

Job description

Bank of America in the United States is seeking a client-focused team member to engage customers in the lobby, educate on self-service resources, and accurately process cash transactions. You will build relationships, understand financial goals, and connect clients with suitable banking solutions.

The role requires strong communication, adaptability, and the ability to learn new technology platforms. Weekend availability may be required, with in-office training at a designated financial center.