Relationship Banker - South Manhattan NY Area

Bank of America•New York, NY

1d•$25 - $27•Onsite

About The Position

At Bank of America, Relationship Bankers engage clients in the financial center lobby, educate and assist them with conducting transactions using self-service resources such as mobile banking, online banking, and ATMs, and process cash transactions accurately and efficiently as needed. They hold in-depth conversations to understand clients’ financial and life priorities and connect them with solutions that support their financial goals. The role also involves managing financial center traffic, appointments, and outbound calls, and partnering with specialists in small business, lending, and investments. The position is based in the South Manhattan, New York area, with in-office attendance requirements and travel to financial center locations within a reasonable distance. The schedule is first shift, 40 hours per week, with weekends and/or extended hours required as needed. Pay is $25.00–$26.77 per hour, based on experience, education, and skill set; the position has a base salary and is not incentive eligible. The role is benefits eligible and provides access to paid time off.

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 improve clients’ financial lives.
Confidence identifying solutions for new and existing clients based on their needs.
Effective and confident communication skills and comfort engaging with all clients.
Ability to learn and adapt to new information and technology platforms.
Confidence educating clients on simple banking transactions through self-service technologies such as 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.
Ability to work weekends and/or extended hours and travel to 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, doing what is right for clients and the bank and complying with applicable laws and regulations.
Build business knowledge and a professional network by partnering with experts in small business, lending, and investments.
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 self-service banking resources.
Process cash transactions accurately and efficiently as needed.
Have in-depth conversations to understand clients’ financial and life priorities and connect them to appropriate solutions.