Relationship Banker - Scottsdale Area

Bank of America•Scottsdale, AZ

2d•Onsite

About The Position

At Bank of America, the Relationship Banker engages clients in the lobby, educating and assisting them with transactions using self-service resources such as mobile banking, online banking, and ATMs. The role also processes cash transactions accurately and efficiently as needed. Bankers have in-depth conversations with clients to understand their financial and life priorities and connect them with solutions that support their financial goals. The position supports the bank’s risk culture and operational excellence, builds client relationships, and helps manage financial center traffic, appointments, and outbound calls. It involves partnering with specialists in small business, lending, and investments, and may require working weekends or extended hours and being scheduled at a financial center within a reasonable distance. The position is designated at 5% travel. Bank of America describes its culture as inclusive and focused on collaboration, career development, and teammate well-being. The company is committed to an in-office culture, with role-specific flexibility based on responsibilities and business needs.

Requirements

Be an enthusiastic, highly motivated self-starter with a strong work ethic and focus on results, acting in the best interest of the client.
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 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.
Apply critical-thinking and problem-solving skills to meet clients’ needs.
Follow established processes and guidelines and applicable laws and regulations.
Manage time and capacity efficiently.
Focus on results while acting in the best interest of the client.
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 business-relevant associate’s degree, such as business management, business administration, or finance.

Responsibilities

Engage clients in the lobby and educate and assist them with self-service banking resources, including mobile banking, online banking, and ATMs.
Accurately and efficiently process cash transactions for clients as needed.
Have in-depth conversations with clients to understand their financial and life priorities and connect them to solutions that meet their goals.
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 applicable laws and regulations, in daily activities.
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.