Relationship Banker

Bank of America•Oklahoma City, OK

19d•Onsite

About The Position

At Bank of America, Relationship Bankers engage clients in the financial center lobby, educate them, and help them conduct transactions using self-service resources such as mobile banking, online banking, and ATMs. They process cash transactions accurately and efficiently as needed and have in-depth conversations to understand clients’ financial and life priorities and connect them with solutions that support their financial goals. The role is open across the market, and the specific financial center will be 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, as permitted by applicable law. The position requires an in-office presence and may involve working at any financial center within a reasonable distance. The role is subject to FDIC restrictions concerning specified criminal history.

Requirements

Be an enthusiastic, highly motivated self-starter with a strong work ethic and focus on results, acting in the client’s best interest.
Collaborate effectively and build and nurture strong relationships.
Demonstrate passion, commitment, and drive to improve clients’ financial lives.
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 simple banking transactions through self-service technologies, including ATMs, online banking, and mobile banking.
Apply critical-thinking and problem-solving skills to meet clients’ needs.
Follow established processes and guidelines and comply with applicable laws and regulations.
Manage time and capacity efficiently.
Focus on results while acting in the client’s best interest.
Be able to work weekends and/or extended hours, potentially at any financial center 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 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, acting in clients’ and the bank’s best interests and complying with applicable laws and regulations.
Build business knowledge and a professional network by partnering with small-business, lending, and investment experts.
Manage financial center traffic, appointments, and outbound calls effectively.
Drive the client experience.
Manage cash responsibilities.
Engage clients in the lobby, educate them, and assist with transactions through self-service resources such as mobile banking, online banking, and ATMs.
Understand clients’ financial and life priorities and connect them to solutions that meet their financial goals.