Relationship Banker - Kyle

Bank of America•Kyle, TX
•Onsite

About The Position

At Bank of America, the Relationship Banker helps make financial lives better by engaging clients in the financial center lobby, educating them about self-service resources, and assisting them with transactions. The role processes cash transactions accurately and efficiently as needed and holds in-depth conversations to understand clients’ financial and life priorities, connecting them with solutions that support their goals. The position is open across the market. The specific financial center will be determined by business needs. A new hire will train at one financial center and may later move to another location within a reasonable commuting distance of home, as permitted by applicable law. Bank of America describes its culture as in-office, with attendance requirements and role-specific flexibility.

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.
  • 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 using 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 clients’ best interests.
  • Be flexible to work weekends and/or extended hours as needed.

Nice To Haves

  • Spanish bilingual ability is highly desired.
  • Experience in financial services and knowledge of financial services 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

  • Engage clients in the financial center lobby and educate and assist them with self-service resources such as mobile banking, online banking, and ATMs.
  • Accurately and efficiently process cash transactions for clients as needed and manage cash responsibilities.
  • Build relationships with clients, learn their financial needs and priorities, and connect them with suitable solutions.
  • Execute the bank’s risk culture and strive for operational excellence.
  • 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.
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