Relationship Banker - Oak Ridge Main Financial Center

Bank of America•Oak Ridge, TN

4d•Onsite

About The Position

At Bank of America, the Relationship Banker helps make financial lives better by engaging clients in the financial center and connecting them with solutions that support their financial goals. The role is responsible for greeting and assisting clients in the lobby, educating them about self-service options such as mobile and online banking and ATMs, and accurately processing cash transactions when needed. The banker develops an understanding of each client’s financial and life priorities through in-depth conversations, builds relationships, and connects clients to appropriate solutions. The role also manages financial-center traffic, appointments, outbound calls, and cash responsibilities while delivering a strong client experience. The position follows established processes and applicable laws and regulations, supports the bank’s risk culture and operational excellence, and partners with specialists in small business, lending, and investments. Bank of America describes its workplace as committed to an in-office culture that supports collaboration, engagement, and career development. The position is first shift, 40 hours per week, and may require weekend or extended hours. The banker 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.
Collaborates effectively and builds and nurtures strong relationships.
Demonstrates passion, commitment, and drive to improve clients’ financial lives.
Confidently identifies solutions for new and existing clients based on their needs.
Communicates effectively and confidently and is comfortable engaging with all clients.
Ability to learn and adapt to new information and technology platforms.
Confident in educating clients on self-service banking technologies, including ATMs, online banking, and mobile banking.
Strong critical-thinking and problem-solving skills to meet clients’ needs.
Follows established processes and guidelines and applicable laws and regulations.
Efficiently manages time and capacity.
Focuses on results while 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.
Skills: 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

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 solutions that meet their 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 complying with applicable laws and regulations.
Partner with experts in small business, lending, and investments to grow business knowledge and the banker’s network.
Manage financial-center traffic, appointments, and outbound calls effectively.
Drive the client experience.
Manage cash responsibilities.