Relationship Banker

Bank of America•Madison, WI

8d•Onsite

About The Position

At Bank of America, the Relationship Banker engages clients in the financial center lobby, educating and assisting them with transactions through self-service resources such as mobile banking, online banking, and ATMs. The role processes cash transactions accurately and efficiently as needed and has in-depth conversations with clients to understand their financial and life priorities, then connects them with solutions aligned to their goals. The position supports a strong client experience and the bank’s risk culture while pursuing operational excellence. Relationship Bankers build client relationships, manage financial center traffic and appointments, make outbound calls, handle cash responsibilities, and partner with experts in small business, lending, and investments. The role follows established processes and applicable laws and regulations, acting in the best interests of clients and the bank. Bank of America describes an in-office culture that supports collaboration, engagement, and career development, with flexibility based on role responsibilities and business needs. The position is a first-shift role working 40 hours per week and may require weekends or extended hours, as well as scheduling at another financial center within a reasonable distance.

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.
Ability to collaborate effectively and build and nurture strong relationships.
Passion, commitment, and drive to deliver an experience that improves clients’ financial lives.
Confidence identifying solutions for new and existing clients based on their needs.
Effective, confident communication and comfort engaging with all clients.
Ability to learn and adapt to new information and technology platforms.
Confidence educating clients on simple banking transactions using self-service technologies, including ATMs, online banking, and mobile banking.
Strong critical-thinking and problem-solving skills to meet clients’ needs.
Ability to follow established processes and guidelines and comply with applicable laws and regulations.
Ability to manage time and capacity efficiently.
Focus on results while acting in the client’s best interest.
Ability 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 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 in daily activities and comply with applicable laws and regulations.
Partner with experts in small business, lending, and investments to grow business knowledge and networks.
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 transactions through self-service resources such as ATMs, online banking, and mobile banking.
Process cash transactions accurately and efficiently as needed.
Conduct conversations to understand clients’ financial and life priorities and connect them with solutions that support their financial goals.