Financial Services Relationship Specialist

1 week ago


Bowie, Maryland, United States Bank of America Full time

About Bank of America

At Bank of America, we believe in helping our clients achieve their financial goals through responsible growth. We are committed to being a diverse and inclusive workplace where everyone feels valued and respected.

About the Job

We are seeking an experienced Financial Services Relationship Specialist to join our team. As a specialist, you will be responsible for engaging with clients in the lobby, educating them on self-service resources, and assisting with cash transactions. You will also build relationships with clients to meet their financial needs and connect them to solutions that meet their goals.

Key Responsibilities:

  • Accurately and efficiently process cash transactions for clients as needed.
  • Have deep conversations with clients to gain knowledge of their financial priorities and connect them to solutions.
  • 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.

Requirements:

  • An enthusiastic, highly motivated self-starter with a strong work ethic and focus on results.
  • Collaborates effectively to get things done, building and nurturing strong relationships.
  • Displays passion, commitment, and drive to deliver an exceptional client experience.
  • Confident in identifying solutions for new and existing clients based on their needs.
  • Has the ability to learn and adapt to new information and technology platforms.

Preferred Qualifications:

  • Experience in financial services and knowledge of industry products and solutions.
  • Demonstrated successful sales experience in a salary plus incentive environment.
  • One year of cash handling experience.

Benefits:

  • This role is compensated with a base salary ranging from $24.00 to $25.96 hourly pay, determined by experience, education, and skill set.
  • Predictable pay, with no incentives.
  • Benefits eligible, including access to paid time off and resources to support physical, emotional, and financial well-being.

Bank of America is an Equal Employment Opportunity and Affirmative Action Employer



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