Senior Banking Relationship Manager

Bank of America; Charlotte (NC); On-site; USD 42,000 - 54,000; Full time

Job summary

Bank of America in the United States is seeking a Customer Service/Client Associate to serve as the first contact for financial center clients, uncover personal banking needs, and connect customers with specialists. You will support self-service transactions and deliver exceptional care while maintaining compliance and accuracy.

The role requires one year of sales experience, strong communication, and time management.

Qualifications

• Minimum one year sales or client-centric experience.
• Strong written and verbal communications skills.
• Ability to learn and adapt to new information and platforms.
• Willingness to obtain a notary commission within a few months of start date.

Responsibilities

• Serve as the first point of contact for financial center clients.
• Uncover personal banking needs and connect clients to specialists.
• Assist, educate, and train clients on simple self-service transactions.
• Maintain operational excellence and accuracy in daily activities.
• Adhere to regulatory requirements and best practices in client interactions.

Skills

Active Listening

Client Focus

Relationship Building

Problem Solving

Oral Communications

Time Management

Notary Skills

Education

High School Diploma / GED

Job description

Bank of America in the United States is seeking a Customer Service/Client Associate to serve as the first contact for financial center clients, uncover personal banking needs, and connect customers with specialists. You will support self-service transactions and deliver exceptional care while maintaining compliance and accuracy.

The role requires one year of sales experience, strong communication, and time management.