About The Position

At Bank of America, the Relationship Banker engages clients in the lobby, educates them about and assists with transactions using self-service resources such as mobile banking, online banking, and ATMs, and processes cash transactions accurately and efficiently as needed. The role involves having in-depth conversations to understand clients’ financial and life priorities and connecting them with solutions that support their financial goals. The position supports Bank of America’s focus on Responsible Growth, client service, operational excellence, and an inclusive workplace. The company describes an in-office culture intended to support collaboration, engagement, and career development, with role-specific flexibility based on responsibilities and business needs. This role is a 40-hour-per-week, first-shift position and may require weekend or extended-hour work, as well as scheduling at a nearby financial center.

Requirements

  • High school diploma, GED, secondary school education, or equivalent.
  • 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 deliver an experience that improves clients’ financial lives.
  • Confidently 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 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, which may include being scheduled 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 degree, such as business management, business administration, or finance.
  • Skills: adaptability, business acumen, customer and client focus, oral communications, problem solving, account management, client experience, branding, client management, client solutions advisory, relationship building, business development, pipeline management, prospecting, referral identification, and referral management.

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 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 transactions through self-service resources.
  • Process cash transactions accurately and efficiently as needed.
  • Understand clients’ financial and life priorities and connect them to solutions that meet their financial goals.

Benefits

  • Affordable, competitive, and flexible benefits.
  • Support for teammates’ physical, emotional, and financial wellness.
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