Relationship Banker - Westminster Financial Center

Bank of America•Westminster, CO

6d•Onsite

About The Position

At Bank of America, the Relationship Banker helps clients with their financial needs while supporting the bank’s commitment to Responsible Growth and an inclusive, collaborative workplace. The role is based in a financial center and follows the company’s in-office culture. The job involves engaging clients in the lobby, educating them about and helping them use self-service banking options such as mobile banking, online banking, and ATMs, and accurately processing cash transactions when needed. Relationship Bankers have in-depth conversations to understand clients’ financial and life priorities and connect them with appropriate solutions. They also manage financial center traffic, appointments, outbound calls, and cash responsibilities. The position is first shift, 40 hours per week, and may require weekend or extended-hour work and scheduling at a nearby financial center.

Requirements

High school diploma, GED, secondary school, or equivalent.
Enthusiastic, highly motivated self-starter with a strong work ethic and a focus on results, acting in the best interest of clients.
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.
Confidence educating clients on simple banking transactions using self-service technology, 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 and focus on results while acting in clients’ best interests.
Must be able 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 in business management, business administration, or finance.
Skills in adaptability, business acumen, customer and client focus, oral communications, problem solving, account management, client experience, branding, client management, client solutions advisory, relationship building, business development, pipeline management, prospecting, referral identification, and referral management.

Responsibilities

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 experts in small business, lending, and investments.
Manage financial center traffic, appointments, and outbound calls effectively.
Drive the client experience.
Manage cash responsibilities and accurately process cash transactions as needed.
Engage clients in the lobby and educate and assist them with self-service banking resources.
Have in-depth conversations to understand clients’ financial and life priorities and connect them with solutions that support their goals.