Relationship Banker

Bank of America•Farmington, NM

20d•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 accurately and efficiently process cash transactions as needed and hold in-depth conversations to understand clients’ financial and life priorities, connecting them with solutions that support their financial goals. The role manages financial center traffic, appointments, and outbound calls, while delivering a strong client experience and maintaining operational excellence. Relationship Bankers partner with experts in small business, lending, and investments to grow their business knowledge and network. This is an in-office role with a first-shift schedule and 40 hours per week. Weekend and/or extended-hours work may be required, including scheduling at another financial center within a reasonable distance.

Requirements

High school diploma, GED, secondary school education, or equivalent.
Strong work ethic, self-motivation, and focus on results while acting in clients’ best interests.
Ability to collaborate effectively and build and nurture strong relationships.
Commitment to delivering 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.
Ability to educate clients on conducting simple transactions through ATMs, online banking, and mobile banking.
Strong critical-thinking and problem-solving skills.
Ability to follow established processes and guidelines and adhere to applicable laws and regulations.
Effective time and capacity management.
Ability to work weekends and/or extended hours, including possible scheduling at a 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

Engage clients in the lobby, educate them, and help them use self-service banking resources.
Accurately and efficiently process cash transactions as needed.
Build relationships with clients and understand their financial needs and priorities.
Connect clients with solutions that meet their financial goals.
Execute the bank’s risk culture and strive for operational excellence.
Follow established processes and guidelines, and comply with applicable laws and regulations.
Partner with experts in small business, lending, and investments to grow business knowledge and network.
Manage financial center traffic, appointments, and outbound calls effectively.
Drive the client experience.
Manage cash responsibilities.