Relationship Banking Specialist: Grow Clients' Finances

Sacbar; Northern (KY); Hybrid; USD 71,635,000 - 78,523,000; Full time

Benefits offered by this job

Benefits eligible

Paid time off

Job summary

Bank of America is seeking a customer-focused associate to educate clients in the lobby and assist with self-service transactions. You will accurately process cash transactions and engage clients to understand their financial goals, connecting them to suitable products and services.

The role emphasizes relationship-building, adherence to regulatory requirements, and delivering a seamless client experience across financial centers in the United States.

Qualifications

• Minimum education requirement listed as High School Diploma or equivalent.
• Desire for Bachelor's or related degree is stated for advancement in this role.
• Experience in financial services and sales exposure preferred.

Responsibilities

• Engage clients in lobby to educate and assist with transactions via self-service resources.
• Process cash transactions accurately and efficiently for clients as needed.
• Develop deep conversations to understand financial goals and connect clients to solutions.
• Build relationships to meet financial needs and support client experience.
• Follow established processes while complying with laws and regulations.

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

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

Job description

Bank of America is seeking a customer-focused associate to educate clients in the lobby and assist with self-service transactions. You will accurately process cash transactions and engage clients to understand their financial goals, connecting them to suitable products and services.

The role emphasizes relationship-building, adherence to regulatory requirements, and delivering a seamless client experience across financial centers in the United States.