Relationship Banker

Bank of America•Clackamas, OR

4d•Onsite

About The Position

At Bank of America, the Relationship Banker helps make financial lives better by engaging clients in the financial center lobby, educating them, and assisting with transactions through self-service resources such as mobile banking, online banking, and ATMs. The role also accurately and efficiently processes cash transactions as needed. Relationship Bankers have in-depth conversations with clients to understand their financial and life priorities and connect them with solutions that support their financial goals. The position requires working in an in-office financial center culture. The schedule is 1st shift, 40 hours per week, and may include weekends or extended hours. Teammates may be scheduled at any financial center location within a reasonable distance.

Requirements

High school diploma, GED, secondary school, or equivalent.
Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results, acting in the client's best interest.
Ability to collaborate effectively and build and nurture strong relationships.
Passion, commitment, and drive to improve clients' financial lives.
Confidence identifying solutions for new and existing clients based on their needs.
Effective and confident communication skills and comfort engaging 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 client needs.
Ability to follow established processes and guidelines and applicable laws and regulations.
Ability to manage time and capacity efficiently.
Ability to work weekends and/or extended hours, potentially at any financial center location within a reasonable distance.
Ability to work 1st shift for 40 hours per week.

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 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 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.
Manage cash responsibilities.
Engage clients in the lobby and educate and assist them with self-service banking resources and transactions.
Have in-depth conversations with clients about their financial and life priorities and connect them to solutions that meet their financial goals.