Relationship Banker

Bank of America

1d•Onsite

About The Position

At Bank of America, the common purpose is to help make financial lives better through responsible growth and by delivering for clients, teammates, communities, and shareholders. The company is committed to being an inclusive workplace, attracting and developing talent, supporting wellness, recognizing performance, and making an impact in communities. Bank of America maintains an in-office culture with specific attendance requirements, allowing for flexibility based on role-specific considerations. This position offers opportunities to learn, grow, and make an impact. The role is open for the entire market, with the specific Financial Center location based on business needs. Training will occur at one financial center, with potential relocation to another within a reasonable commuting distance. The job involves engaging clients in the lobby to educate and assist with transactions through self-service resources like mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions and having deep conversations with clients to understand their financial and life priorities, connecting them to suitable solutions.

Requirements

Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
Collaborates effectively to get things done, building and nurturing strong relationships
Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives
Is confident in identifying solutions for new and existing clients based on their needs
Communicates effectively and confidently, and is comfortable engaging all clients
Has the ability to learn and adapt to new information and technology platforms
Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
Applies strong critical thinking and problem-solving skills to meet clients’ needs
Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
Efficiently manages time and capacity
Focuses on results, while acting in the best interest of the client
Can be flexible to work weekends and/or extended hours as needed
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
Referral Management

Nice To Haves

Experience in financial services and knowledge of 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’s Degree such as business management, business administration or finance

Responsibilities

Executes the bank's risk culture and strives for operational excellence
Builds relationships with clients to meet financial needs
Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
Grows business knowledge and network by partnering with experts in small business, lending, and investments
Manages financial center traffic, appointments, and outbound calls effectively
Drives the client experience
Manages cash responsibilities