Relationship Banker

Bank of America•Beaverton, OR

1d•Onsite

About The Position

At Bank of America, the Relationship Banker helps make clients’ financial lives better by building relationships and connecting clients with solutions aligned with their financial goals. The role engages clients in the financial center lobby, educates and assists them with transactions through self-service resources such as mobile banking, online banking, and ATMs, and processes cash transactions accurately and efficiently as needed. Bankers have in-depth conversations to understand clients’ financial and life priorities and drive a strong client experience. The position also manages financial center traffic, appointments, outbound calls, and cash responsibilities while following established processes, applicable laws, and regulations. The role is scheduled for 40 hours per week and requires the ability to work weekends and/or extended hours, potentially at another nearby financial center.

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 best interest of the client.
Collaborate effectively and build and nurture strong relationships.
Show 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 all clients.
Ability to learn and adapt to new information and technology platforms.
Ability to educate clients on conducting simple banking transactions through self-service technologies, including ATMs, online banking, and mobile banking.
Strong critical-thinking and problem-solving skills to meet clients’ needs.
Follow established processes and guidelines and applicable laws and regulations.
Efficiently manage time and capacity, focusing on results while acting in the client’s best interest.
Able to work weekends and/or extended hours, possibly 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 business-relevant associate’s 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 such as mobile banking, online banking, and ATMs.
Have in-depth conversations with clients to understand their financial and life priorities and connect them to solutions that meet their financial goals.
Accurately and efficiently process cash transactions as needed and manage cash responsibilities.
Build relationships with clients to meet their financial needs and drive the client experience.
Execute the bank’s risk culture and strive for operational excellence.
Follow established processes and guidelines and adhere to applicable laws and regulations.
Partner with experts in small business, lending, and investments to grow business knowledge and network.
Manage financial center traffic, appointments, and outbound calls effectively.