Relationship Banker - Manhattan East NY Area
About The Position
At Bank of America, 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 processes cash transactions accurately and efficiently when needed, and holds in-depth conversations to understand clients’ financial and life priorities and connect them with solutions that support their goals. The position drives the client experience, builds relationships to meet financial needs, manages financial center traffic and appointments, and partners with experts in small business, lending, and investments. It also requires following established processes and applicable laws and regulations, managing cash responsibilities, and contributing to the bank’s risk culture and operational excellence. The role is based at designated financial centers in New York City and requires the ability to travel to any financial center location within a reasonable distance. It is a first-shift, 40-hour-per-week role.
Requirements
- High school diploma, GED, secondary school education, or equivalent.
- Strong work ethic, self-motivation, and focus on results while acting in the client’s best interest.
- Ability to collaborate effectively and build and nurture strong relationships.
- Passion, commitment, and drive to deliver an experience that improves 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.
- 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 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, acting in the best interests of clients and the bank and adhering to applicable laws and regulations.
- Grow business knowledge and professional networks 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 and process client cash transactions accurately and efficiently as needed.
- Engage clients in the lobby, educate them about self-service resources, and assist them with banking transactions.
- Have in-depth conversations to understand clients’ financial and life priorities and connect them to solutions that meet their goals.
- Work weekends and/or extended hours and travel to financial center locations within a reasonable distance.
Benefits
- Benefits eligible.
- Access to paid time off.
- Resources and support for employees.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
