Relationship Banker - Maryland West Market

Bank of America•Frederick, MD

17h•Onsite

About The Position

At Bank of America, the Relationship Banker helps make financial lives better by engaging clients and connecting them with solutions that meet their financial goals. The role focuses on assisting clients in the lobby, educating them about self-service resources such as mobile and online banking and ATMs, and accurately processing cash transactions as needed. Bank of America emphasizes responsible growth, an inclusive and supportive workplace, and an in-office culture that supports collaboration, engagement, and career development. The banker learns about clients’ financial and life priorities through in-depth conversations, manages financial center traffic, appointments, and outbound calls, and partners with specialists in small business, lending, and investments. The role follows established processes and applicable laws and regulations, manages cash responsibilities, and strives for operational excellence and a positive client experience. The position is 40 hours per week, on first shift, and may require weekend or extended hours and assignment to a nearby financial center.

Requirements

High school diploma, GED, secondary school qualification, or equivalent.
Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results and clients’ best interests.
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, confident communication and comfort engaging with all clients.
Ability to learn and adapt to new information and technology platforms.
Confidence educating clients on simple banking transactions using self-service technologies such as ATMs, online banking, and mobile banking.
Strong critical-thinking and problem-solving skills to meet client needs.
Ability to follow established processes and guidelines and comply with applicable laws and regulations.
Ability to manage time and capacity efficiently and focus on results while acting in clients’ best interests.
Ability 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 degree, such as business management, business administration, or finance.
Skills in 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

Engage clients in the lobby and educate and assist them with transactions through self-service resources, including mobile banking, online banking, and ATMs.
Accurately and efficiently process client cash transactions as needed and manage cash responsibilities.
Build client relationships and learn clients’ financial and life priorities to connect them with solutions that meet their financial needs and goals.
Execute the bank’s risk culture and strive for operational excellence.
Follow established processes and guidelines, acting in clients’ and the bank’s best interests and adhering to applicable laws and regulations.
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 a positive client experience.