Senior Banking Relationship Specialist

Bank of America; San Jose (CA); On-site; USD 52,000 - 76,000; Full time

Job summary

Bank of America is seeking a client-focused professional to serve as the first point of contact for financial center clients. You will uncover personal banking needs, guide clients to appropriate solutions, and help with self-service transactions while delivering exceptional service.

The role emphasizes outbound client outreach, relationship building, and adherence to regulatory requirements in a fast-paced banking environment. Weekend/extended hours may be required.

Qualifications

• Minimum of one year of sales experience in a client-centric environment or six months in related Bank of America RM/ADP roles.
• Strong written and verbal communications skills and ability to engage clients in person or by phone.
• Flexibility to work weekends and/or extended hours as needed.

Responsibilities

• Serve as the first point of contact for financial center clients and uncover personal banking needs.
• Deepen client relationships through platform services and connect clients to specialists.
• Assist with self-service transactions and ensure accurate operations.
• Proactively connect with clients via outbound calls and follow-up routines.
• Adhere to processes, laws, and guidelines for day-to-day activities (opening accounts, maintenance, Digital Assisted Shopping).

Skills

Active Listening

Customer Focus

Oral Communications

Problem Solving

Relationship Building

Account Management

Client Experience Branding

Client Management

Client Solutions Advisory

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

Associate's Degree or Bachelor's Degree in business, finance, or related field

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a client-focused professional to serve as the first point of contact for financial center clients. You will uncover personal banking needs, guide clients to appropriate solutions, and help with self-service transactions while delivering exceptional service.

The role emphasizes outbound client outreach, relationship building, and adherence to regulatory requirements in a fast-paced banking environment. Weekend/extended hours may be required.