Relationship Banker - Mass Southeast Market
About The Position
At Bank of America, Relationship Bankers help make clients’ financial lives better by engaging clients in the financial center lobby, educating and assisting them with transactions using self-service resources such as mobile banking, online banking, and ATMs, and processing cash transactions accurately and efficiently when needed. They have in-depth conversations to understand clients’ financial and life priorities and connect them with solutions that support their financial goals. The role includes managing financial center traffic, appointments, and outbound calls, and partnering with specialists in small business, lending, and investments. This is an in-office role with first-shift hours and a 40-hour workweek. The position may require work at any financial center within a reasonable distance.
Requirements
- High school diploma, GED, secondary school, or equivalent.
- Strong work ethic, motivation, and focus on results while acting in the client’s best interest.
- Ability to collaborate effectively and build and nurture strong relationships.
- Commitment to delivering an experience that improves clients’ financial lives.
- Confidence identifying solutions for new and existing clients based on their needs.
- Effective and confident communication skills and comfort engaging with all clients.
- Ability to learn and adapt to new information and technology platforms.
- Ability to educate clients on simple banking transactions using self-service technologies, including ATMs, online banking, and mobile banking.
- Strong critical-thinking and problem-solving skills.
- Ability to follow established processes and guidelines and comply with applicable laws and regulations.
- Ability to manage time and capacity efficiently.
- Availability 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 through self-service resources such as mobile banking, online banking, and ATMs.
- Accurately and efficiently process cash transactions for clients as needed.
- Build relationships with clients and have in-depth conversations to understand their financial and life priorities and connect them to appropriate solutions.
- Execute the bank’s risk culture and strive for operational excellence.
- Follow established processes and guidelines, applicable laws, and regulations in daily activities.
- Partner with experts in small business, lending, and investments to grow business knowledge and network.
- Manage financial center traffic, appointments, and outbound calls effectively.
- Drive the client experience and manage cash responsibilities.
Benefits
- Paid time off.
- Benefits eligibility.
- Resources and support for employees’ physical, emotional, and financial wellness.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
