Relationship Banker - PA Central Market

Bank of America•Jenkintown, PA

4d•Onsite

About The Position

At Bank of America, Relationship Bankers help make financial lives better by engaging clients in the financial center and connecting them with solutions aligned to their financial goals. The role includes educating and assisting clients with transactions through self-service resources such as mobile banking, online banking, and ATMs, and accurately processing cash transactions as needed. Relationship Bankers have in-depth conversations to understand clients’ financial and life priorities and guide them to appropriate solutions. The position also supports the client experience and financial center operations by managing lobby traffic, appointments, outbound calls, and cash responsibilities. Bank of America describes its workplace as inclusive and collaborative, with an in-office culture and role-specific flexibility based on business needs.

Requirements

High school diploma, GED, secondary school, 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, building and nurturing 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 be comfortable engaging 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.
Work weekends and/or extended hours, potentially 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 a business-relevant associate degree, such as business management, business administration, or finance.

Responsibilities

Engage clients in the lobby, educate them about self-service resources, and assist them in conducting transactions through mobile banking, online banking, or ATMs.
Accurately and efficiently process cash transactions for clients as needed.
Have in-depth conversations with clients to understand their financial and life priorities and connect them to solutions that meet their financial goals.
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 networks by partnering with experts in small business, lending, and investments.
Effectively manage financial center traffic, appointments, and outbound calls.
Drive the client experience.
Manage cash responsibilities.