Relationship Banker - Chandler Tempe Market

Bank of America•Chandler, AZ

11d•Onsite

About The Position

At Bank of America, the Relationship Banker helps make financial lives better by engaging clients in the financial center and connecting them with solutions that support their financial goals. The role engages clients in the lobby, educates and assists them with transactions using self-service resources such as mobile banking, online banking, and ATMs, and accurately processes cash transactions as needed. Through in-depth conversations, the banker learns about clients’ financial and life priorities and connects them to appropriate solutions. The position supports the bank’s Responsible Growth and risk culture, follows established processes and applicable laws and regulations, and strives for operational excellence. Relationship Bankers manage financial center traffic, appointments, outbound calls, and cash responsibilities, while building relationships and partnering with small business, lending, and investment experts. This is an in-office role with 5% travel. Weekend and/or extended hours may be required, and scheduling may include any financial center within a reasonable distance.

Requirements

Enthusiastic, highly motivated self-starter with a strong work ethic and intense 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.
Ability to learn and adapt to new information and technology platforms.
Confidence educating clients on simple banking transactions through self-service technologies such as ATMs, online banking, and mobile banking.
Strong critical-thinking and problem-solving skills to meet clients’ needs.
Follow established processes and guidelines and adhere to applicable laws and regulations.
Efficiently manage time and capacity.
Focus on results while acting in the client’s best interest.
Ability to work weekends and/or extended hours, potentially at any financial center within a reasonable distance.

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 degree, such as business management, business administration, or finance.

Responsibilities

Engage clients in the lobby and educate and assist them with transactions using self-service resources, including mobile banking, online banking, and 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 with 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, doing what is right for 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.
Manage financial center traffic, appointments, and outbound calls effectively.
Drive the client experience and manage cash responsibilities.