Relationship Banker

Bank of America • Carefree, AZ

395d

About The Position

The Relationship Banker at Bank of America is responsible for engaging clients in the lobby, educating them on self-service resources, and assisting with transactions. This role focuses on building strong client relationships, understanding their financial priorities, and connecting them with appropriate solutions to meet their financial goals. The position emphasizes operational excellence, adherence to regulations, and enhancing the overall client experience.

Requirements

• Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results.
• Ability to collaborate effectively and build strong relationships.
• Passion and commitment to improving clients' financial lives.
• Confidence in identifying solutions for clients based on their needs.
• Effective communication skills and comfort in engaging with clients.
• Ability to learn and adapt to new information and technology platforms.
• Confidence in educating clients on self-service banking technologies.
• Strong critical thinking and problem-solving skills.
• Efficient time and capacity management.
• Flexibility to work weekends and/or extended hours as needed.

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.

Responsibilities

• Engages clients in the lobby to educate and assist with transactions through self-service resources.
• Processes cash transactions accurately and efficiently for clients as needed.
• Builds relationships with clients to meet their financial needs.
• Follows established processes and guidelines to ensure compliance with laws and regulations.
• Grows business knowledge and network by partnering with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls effectively.
• Drives the client experience.

Benefits

• Opportunities for career growth and development.
• Support for physical, emotional, and financial wellness.
• Recognition and rewards for performance.

What This Job Offers

• Job Type: Full-time
• Industry: Credit Intermediation and Related Activities
• Education Level: Associate degree