Relationship Banker

Bank of America•Farmington, NM

9d•Onsite

About The Position

At Bank of America, Relationship Bankers help make financial lives better by engaging clients in financial centers and connecting them with solutions that meet their goals. This position engages clients in the lobby, educates and assists them with transactions through self-service resources such as mobile banking, online banking, and ATMs, and accurately processes cash transactions as needed. The role includes conversations to understand clients’ financial and life priorities and connect them to appropriate solutions. The position is open across the market. The specific Financial Center location is based on business needs. New hires train at one financial center and may then move to another location within a reasonable commuting distance of home, to the extent permitted by applicable law. Bank of America describes its culture as inclusive and supportive of teammate wellness, and maintains an in-office culture with role-specific flexibility based on responsibilities and business needs.

Requirements

Minimum education: 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 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.
Confidently educates 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.
Must be 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.

Responsibilities

Executes the bank’s risk culture and strives for operational excellence.
Builds relationships with clients to meet financial needs.
Follows established processes and guidelines in daily activities, doing what is right for clients and the bank and adhering to applicable laws and regulations.
Builds business knowledge and a network by partnering with experts in small business, lending, and investments.
Manages financial center traffic, appointments, and outbound calls effectively.
Drives the client experience.
Manages cash responsibilities.
Engages clients in the lobby and educates and assists them with transactions using self-service resources such as mobile banking, online banking, and ATMs.
Processes cash transactions accurately and efficiently as needed.
Has conversations with clients to understand their financial and life priorities and connects them to solutions that meet their financial goals.