Relationship Banker

Bank of America•Seattle, WA
•$25 - $27•Onsite

About The Position

At Bank of America, the Relationship Banker helps make clients’ financial lives better through personal connections and responsible growth. The role engages clients in the financial center lobby, educates them about and assists them with transactions using self-service resources such as mobile banking, online banking, and ATMs, and processes cash transactions accurately and efficiently when needed. Bankers have in-depth conversations to understand clients’ financial and life priorities and connect them with solutions that support their financial goals. The role also contributes to an inclusive, collaborative workplace and delivers an effective client experience.

Requirements

  • Be an enthusiastic, highly motivated self-starter with a strong work ethic and a focus on results while acting in the client's best interest.
  • Collaborate effectively and build and nurture strong relationships.
  • Show passion, commitment, and drive to improve clients’ financial lives.
  • Confidently identify solutions for new and existing clients based on their needs.
  • Communicate effectively and confidently and feel comfortable engaging with all clients.
  • Learn and adapt to new information and technology platforms.
  • Educate clients on conducting simple banking transactions through self-service technologies, such as ATMs, online banking, and mobile banking.
  • Use critical thinking and problem-solving skills to meet client needs.
  • Follow established processes and guidelines and comply with applicable laws and regulations.
  • Manage time and capacity efficiently.
  • Be able to work weekends and/or extended hours, including possible scheduling at any financial center within a reasonable distance.
  • Have a high school diploma, GED, secondary school qualification, or equivalent.

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 a business-relevant associate degree, such as business management, business administration, or finance.

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, and comply with applicable laws and regulations.
  • Build business knowledge and a professional 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 transactions.
  • Discuss clients’ financial and life priorities and connect them to appropriate solutions.

Benefits

  • Access to paid time off.
  • Industry-leading benefits for eligible employees.
  • Resources and support for employees.
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