Relationship Baker - Waverly Place Financial Center

Bank of America•Cary, NC

1d•Onsite

About The Position

At Bank of America, the Relationship Baker supports the bank’s purpose of helping make financial lives better by engaging clients and delivering a positive financial center experience. The position is based in an in-office culture intended to support collaboration, engagement, and career development, with role-specific flexibility based on business needs. The role engages clients in the lobby, educates and assists them with transactions using self-service resources such as mobile banking, online banking, and ATMs, and accurately processes cash transactions as needed. Through in-depth conversations, the Relationship Baker learns clients’ financial and life priorities and connects them with solutions aligned to their goals. The role also manages financial center traffic, appointments, outbound calls, and cash responsibilities while following established processes, risk practices, and applicable laws and regulations. The schedule is first shift, 40 hours per week, and may include weekends or extended hours and scheduling at a nearby financial center.

Requirements

High school diploma, GED, secondary school, or equivalent.
Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results, acting in the client’s best interest.
Collaborates effectively to get things done and builds and nurtures strong relationships.
Demonstrates passion, commitment, and drive to improve clients’ financial lives.
Confidently identifies solutions for new and existing clients based on their needs.
Communicates effectively and confidently and is comfortable engaging all clients.
Able to learn and adapt to new information and technology platforms.
Confident educating clients on simple banking transactions through self-service technologies such as ATMs, online banking, and mobile banking.
Applies critical-thinking and problem-solving skills to meet clients’ needs.
Follows established processes and guidelines and applicable laws and regulations.
Efficiently manages time and capacity.
Focuses on results while acting in the best interest of the client.
Able to work weekends and/or extended hours, potentially at any financial center location within a reasonable distance.

Nice To Haves

Experience in financial services and knowledge of the financial services industry, products, and solutions.
One year of demonstrated successful sales experience in a salary-plus-incentive environment with individual sales goals.
Six months of cash-handling experience.
Bachelor’s degree or business-relevant associate’s degree, such as business management, business administration, or finance.
Skills: 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.

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, doing what is right for clients and the bank and adhering to 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.
Engage clients in the lobby and educate and assist them with self-service banking resources, including ATMs, online banking, and mobile banking.
Process cash transactions accurately and efficiently as needed.
Have in-depth conversations with clients about their financial and life priorities and connect them to solutions that support their goals.