Relationship Banker - Kyle

Bank of America•Kyle, TX
•Onsite

About The Position

At Bank of America, Relationship Bankers support the company’s purpose of helping make financial lives better through client connections and Responsible Growth. The bank emphasizes an inclusive workplace, teammate development and wellness, performance recognition, and community impact. The position is covered by the bank’s in-office culture and role-specific attendance requirements. This role engages clients in the financial center lobby, educates them about and assists with self-service banking options such as mobile banking, online banking, and ATMs, and processes cash transactions accurately and efficiently as needed. Relationship Bankers have in-depth conversations to understand clients’ financial and life priorities and connect them with solutions that support their goals. The position is open across the market; the assigned financial center is based on business needs. Training takes place at one financial center, with a possible move to another location within a reasonable commuting distance of the employee’s home, as permitted by applicable law.

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.
  • Show passion, commitment, and drive to deliver an experience that improves 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.
  • Ability to learn and adapt to new information and technology platforms.
  • Confidently educate clients on simple banking transactions using self-service technologies, such as ATMs, online banking, and mobile banking.
  • Apply strong critical-thinking and problem-solving skills to meet clients’ 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 flexible to work weekends and/or extended hours as needed.

Nice To Haves

  • Spanish bilingualism is highly desired.
  • 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, doing what is right for clients and the bank and complying with applicable laws and regulations.
  • Grow business knowledge and 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.
  • Engage clients in the lobby and educate and assist them with self-service banking transactions.
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