Relationship Banker Oklahoma Market

Bank of America•Tulsa, OK

11d•Onsite

About The Position

The Relationship Banker engages clients in the financial center lobby, educating and assisting them with transactions through self-service resources such as mobile banking, online banking, and ATMs. The role also processes cash transactions accurately and efficiently when needed. Through in-depth conversations, the banker learns about clients’ financial and life priorities and connects them with solutions that support their goals. This position is open across the Oklahoma market. The specific financial center assignment depends on business needs. New hires train at one financial center and may later move to another location within a reasonable commuting distance of their home, to the extent permitted by applicable law. Bank of America describes its culture as in-office, supporting collaboration, engagement, and career development, with flexibility based on role responsibilities and business needs.

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.
Confidently educate clients on conducting simple banking transactions using self-service technologies.
Apply critical-thinking and problem-solving skills to meet client 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, including being scheduled at a financial center within a reasonable distance.

Nice To Haves

Experience in financial services and knowledge of the 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, and comply 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.
Educate and assist clients with transactions through self-service resources, including ATMs, online banking, and mobile banking.
Have conversations with clients to understand their financial and life priorities and connect them with relevant solutions.