Relationship Banker

Bank of America • Shoreline, WA

7d • Onsite

About The Position

At Bank of America, the Relationship Banker helps make clients’ financial lives better by engaging clients in the financial center lobby, educating them about and assisting with self-service options such as mobile banking, online banking, and ATMs, and accurately processing cash transactions as needed. The role involves in-depth conversations to understand clients’ financial and life priorities and connect them with solutions that support their goals.

The position contributes to an inclusive, collaborative workplace and the bank’s Responsible Growth approach. It is an in-office role, with work at financial center locations in the Seattle and Shoreline, Washington area. The schedule is 40 hours per week on first shift; weekend and/or extended-hours work may be required, and employees may be scheduled at another financial center within a reasonable distance.

Requirements

• High school diploma, GED, secondary school education, or equivalent.
• 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.
• Ability to learn and adapt to new information and technology platforms.
• Confidence educating clients on simple banking transactions using 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, comply with applicable laws and regulations, and act in the best interests of clients and the bank.
• Efficiently manage time and capacity while focusing on results and acting in the client’s best interest.
• Must be able to work weekends and/or extended hours, potentially at any financial center location within a reasonable distance.

Nice To Haves

• Experience in financial services and knowledge of financial services 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 to appropriate solutions.
• Execute the bank’s risk culture and strive for operational excellence.
• Build client relationships to meet financial needs and drive the client experience.
• Follow established processes and guidelines, acting in clients’ and the bank’s best interests and complying with applicable laws and regulations.
• Partner with experts in small business, lending, and investments to grow business knowledge and networks.
• Manage financial center traffic, appointments, and outbound calls effectively.
• Manage cash responsibilities.

Benefits

• Benefits eligibility.
• Access to paid time off.
• Resources and support for employees.
• Affordable, competitive, and flexible benefits supporting physical, emotional, and financial wellness.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED