Relationship Banking Specialist

6 days ago


Everett WA USA, United States Bank of America Full time

Job Summary:

As a Relationship Banking Specialist at Bank of America, you will play a critical role in engaging clients in the lobby to educate and assist with conducting transactions through self-service resources. Your key responsibilities will include accurately and efficiently processing cash transactions for clients as needed. You will have the opportunity to build deep relationships with clients to gain in-depth knowledge of their financial and life priorities and connect them to solutions that meet their financial goals.

Key Responsibilities:

• Execute the bank's risk culture and strive for operational excellence

• Build relationships with clients to meet their financial needs

• Follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations

• Grow business knowledge and network by partnering with experts in small business, lending, and investments

• Manage financial center traffic, appointments, and outbound calls effectively

• Drive the client experience

• Manage cash responsibilities

Requirements:

• 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

Work Schedule:

• 1st shift (United States of America)

• 40 hours per week



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