Relationship Banker - Stratford Financial Center

Bank of America•Winston-Salem, NC

1d•Onsite

About The Position

At Bank of America, Relationship Bankers help make financial lives better through client connections and Responsible Growth. The bank emphasizes an inclusive, caring workplace, teammate development and wellness, and an in-office culture that supports collaboration, engagement, and career development. This role engages clients in the financial center lobby, educates them about and assists with self-service transactions through mobile banking, online banking, and ATMs, and processes cash transactions accurately and efficiently when needed. Relationship Bankers have in-depth conversations to understand clients’ financial and life priorities and connect them with solutions that meet their goals. The role works with experts in small business, lending, and investments, and manages financial center traffic, appointments, outbound calls, and cash responsibilities. This is a 40-hour-per-week, first-shift position. Weekend and/or extended hours may be required, and scheduling may include another financial center within a reasonable distance.

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.
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.
Be able to learn and adapt to new information and technology platforms.
Educate clients on conducting simple banking transactions through self-service technologies such as ATMs, online banking, and mobile banking.
Apply critical-thinking and problem-solving skills to meet clients’ needs.
Follow established processes and guidelines, acting in clients’ and the bank’s best interests and adhering to applicable laws and regulations.
Manage time and capacity efficiently.
Focus on results while acting in the client’s best interest.
Be able to work weekends and/or extended hours, potentially at any financial center location within a reasonable distance.
Have a High School Diploma, GED, secondary school qualification, or equivalent.

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 a 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 through 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, acting in clients’ and the bank’s best interests and adhering to applicable laws and regulations.
Build business knowledge and a professional network by partnering with small business, lending, and investment experts.
Manage financial center traffic, appointments, and outbound calls effectively.
Drive the client experience.
Manage cash responsibilities.