Relationship Banking Specialist

5 days ago


Lynnwood, Washington, United States Bank of America Full time
Job Summary

At Bank of America, we are committed to helping our clients achieve their financial goals through personalized service and expert guidance. As a Relationship Banking Specialist, you will play a critical role in building strong relationships with our clients, understanding their financial needs, and providing tailored solutions to meet their objectives.

Key Responsibilities
  • Engage with clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM.
  • Accurately and efficiently process cash transactions for clients as needed.
  • Build relationships with clients to understand their financial and life priorities and connect them to solutions that meet their financial goals.
  • Execute the bank's risk culture and strive for operational excellence.
  • 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 by providing exceptional service and ensuring that clients feel valued and supported.
  • Manage cash responsibilities and maintain accurate records.
Requirements
  • High School Diploma / GED / Secondary School or equivalent.
  • 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.
Work Environment

Bank of America is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse.


  • Relationship Banker

    5 days ago


    Lynnwood, Washington, United States Bank of America Full time

    Job Summary:We are seeking a skilled Relationship Banker to join our team at Bank of America. As a Relationship Banker, you will be responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM.Key Responsibilities:Accurately and efficiently...

  • Relationship Banker

    15 hours ago


    Lynnwood, Washington, United States Bank of America Full time

    About the RoleWe are seeking a skilled Relationship Banker to join our team at Bank of America. As a Relationship Banker, you will play a critical role in engaging clients in the lobby, educating them on self-service resources, and assisting with transactions. Your primary responsibility will be to accurately and efficiently process cash transactions for...


  • Lynnwood, Washington, United States Planning With Purpose, Inc Full time

    Job DescriptionWe are a boutique law firm specializing in estate planning and wealth protection. Our firm focuses on creating personalized and strategic plans to safeguard clients' assets and family values for generations.Our approach to estate planning is centered around building strong relationships with our clients and providing them with expert guidance...


  • Lynnwood, Washington, United States Commercial Brokers Association Full time

    Job OverviewPosition Summary: The Accounting and Office Administration Specialist plays a crucial role within the management team, demonstrating self-motivation and attention to detail. This position encompasses the oversight and reconciliation of financial records, membership management, and the administration of office operations.Reporting Structure:...


  • Lynnwood, Washington, United States Quail Park Full time

    Job OverviewQuail Park of LynnwoodPosition: Medication Administration Specialist | Med TechAre you passionate about providing care to seniors? We are seeking dedicated individuals to fill the role of Medication Administration Specialist. This position offers a fulfilling opportunity to make a difference in the lives of our residents while enjoying a...


  • Lynnwood, Washington, United States The Joint Chiropractic Full time

    About The Joint ChiropracticWe are a leading provider of affordable and accessible chiropractic care, dedicated to improving the quality of life for our patients. Our mission is to deliver high-quality care with a personal touch, making us the perfect fit for skilled chiropractors looking to make a real difference in their patients' lives.Job SummaryWe are...


  • Lynnwood, Washington, United States NWCUA Full time

    Customer Support SpecialistOrganization:NWCUAPosition Type:StaffJob Overview:At NWCUA, we are dedicated to enhancing the financial well-being of our members. Our team is committed to providing exceptional service and support. If you possess a friendly demeanor, excellent communication abilities, and a talent for resolving issues, you could be an ideal fit...


  • Lynnwood, Washington, United States Banfield Full time

    About the RoleWe are seeking a highly skilled and compassionate Veterinary Care Specialist to join our team at Banfield. As a key member of our veterinary care team, you will play a vital role in providing exceptional care to our furry patients and their human families.Key ResponsibilitiesProvide high-quality veterinary care to pets, including preventive...


  • Lynnwood, Washington, United States NWCUA Full time

    Customer Support SpecialistCompany:NWCUAPosition Type:StaffJob Overview:At NWCUA, we are dedicated to enhancing the financial well-being of our members. Our team is committed to providing exceptional service and support to those who rely on us. If you possess a friendly demeanor, excellent communication abilities, and a talent for resolving issues, you could...


  • Lynnwood, Washington, United States NWCUA Full time

    Customer Support SpecialistCompany:NWCUAPosition Type:StaffJob Overview:At NWCUA, we are dedicated to enhancing the financial well-being of our members. Our team is committed to providing exceptional service, and we believe that every interaction counts. If you possess a friendly demeanor, excellent communication abilities, and a talent for resolving issues,...


  • Lynnwood, Washington, United States University Mechanical Contractors, Inc (UMC) Full time

    Job SummaryWe are seeking a highly skilled Automation Systems Specialist to join our team at University Mechanical Contractors, Inc (UMC). As a key member of our team, you will be responsible for installing, programming, and commissioning building automation systems.Key ResponsibilitiesProgram databases for all supported systems to meet specified sequences...


  • Lynnwood, Washington, United States Vacasa Full time

    Senior Housekeeping Specialist - $23 per hourAt Vacasa, we pride ourselves on being the foremost vacation rental company in North America, driven by a commitment to excellence and innovation. Our journey began with a single property and a vision to enhance the experience of homeowners and guests alike through cutting-edge technology and dedicated local...


  • Lynnwood, Washington, United States Vacasa Full time

    Senior Housekeeping Specialist - $23 per hourAt Vacasa, we are committed to excellence in vacation rental management. Our mission is to connect homeowners and renters through innovative technology and dedicated local teams. We have grown to become the leading all-inclusive vacation rental company in North America, thanks to our dedicated and ambitious...


  • Lynnwood, Washington, United States Quail Park Full time

    Job OverviewQuail Park of LynnwoodPosition: Medication Administration SpecialistAre you passionate about providing care to seniors? We are seeking dedicated individuals to enhance our vibrant team. As a Medication Administration Specialist, your primary responsibility will be to manage medication distribution and maintain accurate medication records. You...


  • Lynnwood, Washington, United States Mercedes-Benz of Lynnwood Full time

    Luxury Automotive Sales SpecialistFIELDS AUTO GROUPAt Fields Auto Group, we recognize that our employees are our most valuable resource. We foster a culture of respect and appreciation for every team member's contributions. Our commitment extends beyond ongoing training; we also celebrate exceptional performance.Fields Mercedes-Benz of Lynwood is on the...


  • Lynnwood, Washington, United States University Mechanical Contractors, Inc Full time

    Starting Salary Range: $31.25- $43.25/hour - depending on experienceLocation: Lynnwood, WAClassification: Exempt / Non-Exempt / Etc.Eligibility: Must be eligible to work in the U.S. - Sponsorship not availablePosition Overview:The Building Automation Systems Specialist will be responsible for the installation and programming of Direct Digital Controllers...


  • Lynnwood, Washington, United States Wellpath Full time

    Compensation Range: $36.9 - $41 / hour Your Impact Matters:Make a significant difference every day in the lives of those in need Join a mission-focused organization that prioritizes its people Exceptional career advancement opportunities Become part of a team that supports: Caring for marginalized, underserved, and at-risk patients Commitment to...

  • Financial Associate

    2 weeks ago


    Lynnwood, Washington, United States Banner Bank Full time

    Overview: As a Financial Associate at Banner Bank, you will play a pivotal role in delivering exceptional service to our clients while ensuring accurate and efficient transaction processing. Key Responsibilities: Act as the primary point of contact for clients, providing a welcoming and professional experience.Assist clients in reaching their financial...


  • Lynnwood, Washington, United States Planning With Purpose, Inc Full time

    Job DescriptionWe are a boutique law firm specializing in estate planning and wealth protection. Our firm, Planning With Purpose, Inc, focuses on creating personalized and strategic plans to safeguard clients' wealth and family values for generations.Our approach to estate planning is unique and centered around building strong relationships with our clients....


  • Lynnwood, Washington, United States Southern Glazer's Wine & Spirits Full time

    About the RoleSouthern Glazer's Wine & Spirits is seeking a highly motivated and detail-oriented Merchandiser to join our team. As a Merchandiser, you will be responsible for performing merchandising activities, constructing displays, and stocking SGWS products in retail accounts as requested by sales teams or retail customers.Key ResponsibilitiesDisplay...