Relationship Banker - Ocean Monmouth Market

Bank of America • Point Pleasant, NJ

5d • $25 - $27 • Onsite

About The Position

At Bank of America, the Relationship Banker engages clients in the financial center lobby, educating and assisting them with transactions through self-service resources such as mobile banking, online banking, and ATMs. The role processes cash transactions accurately and efficiently as needed and holds in-depth conversations to understand clients’ financial and life priorities and connect them with solutions that support their financial goals. The position also supports the bank’s risk culture and operational excellence, manages financial-center traffic and appointments, and works with specialists in small business, lending, and investments. The role is based at a financial center in the Ocean Monmouth Market area of New Jersey, with assignments at other nearby financial centers possible.

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 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 such as 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.
• Ability to work weekends and/or extended hours, which may include being scheduled at any financial center 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 degree, such as business management, business administration, or finance.

Responsibilities

• Engage clients in the lobby and educate and assist them with conducting transactions through self-service resources.
• Accurately and efficiently process cash transactions for clients as needed.
• Build relationships with clients and understand their financial needs and priorities.
• Connect clients to solutions that meet their financial goals.
• Execute the bank’s risk culture and strive for operational excellence.
• Follow established processes and guidelines, 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.
• Drive the client experience and manage cash responsibilities.

Benefits

• Benefits eligible.
• 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