Relationship Banking Specialist: Personal & Small Business

Bank of America; Bensalem Township (Bucks County); On-site; USD 42,000 - 54,000; Full time

Job summary

Bank of America in the United States seeks a Client Services Associate at our financial centers to serve as the first point of contact for clients, uncover personal banking needs, and connect them with specialists. You will support self-service transactions and deliver exceptional client care while building relationships.

Responsibilities include partnering with teams to offer consumer and small business solutions, educating clients on digital tools, and maintaining accurate records in

Qualifications

• Minimum of one year demonstrated sales experience in a client-centric environment.
• Strong written and verbal communications skills.
• Ability to learn and adapt to new information, technology platforms, and changing circumstances.
• Notary commission in the state or ability to obtain one within a few months of start date.
• Willing to work weekends or extended hours across multiple financial center locations.

Responsibilities

• Uncover personal banking needs and connect clients to specialists.
• Assist clients with self-service transactions and using platform services.
• Leverage resources to optimize client experience and ensure accuracy and compliance.
• Open accounts and maintain accounts following established processes and regulatory requirements.
• Conduct outbound client outreach and follow up to deepen relationships.

Skills

Active Listening

Customer Focus

Problem Solving

Relationship Building

Account Management

Client Management

Prospecting

Pipeline Management

Referral Management

Education

High School Diploma / GED

Associate’s or Bachelor’s in business/finance

Tools

Microsoft Office

Laptop / Digital Banking Tools

Job description

Bank of America in the United States seeks a Client Services Associate at our financial centers to serve as the first point of contact for clients, uncover personal banking needs, and connect them with specialists. You will support self-service transactions and deliver exceptional client care while building relationships.

Responsibilities include partnering with teams to offer consumer and small business solutions, educating clients on digital tools, and maintaining accurate records in