Relationship Banker - Upstate SC Market - Anderson Area

Bank of America•Anderson, IN

2d•Onsite

About The Position

At Bank of America, the Relationship Banker engages clients in the lobby, educates them, and assists 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 has in-depth conversations with clients to understand their financial and life priorities and connect them with solutions that support their goals. The position executes the bank’s risk culture and strives for operational excellence while building client relationships and delivering a strong client experience. It partners with small business, lending, and investment experts, manages financial center traffic, appointments, and outbound calls, and handles cash responsibilities. The role is based in Bank of America’s in-office culture and may require work at any financial center location within a reasonable distance. It is a 1st-shift position scheduled for 40 hours per week.

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 conducting simple banking transactions through self-service technologies such as ATMs, online banking, and mobile banking.
Strong critical-thinking and problem-solving skills to meet client needs.
Follow established processes and guidelines, adhere to applicable laws and regulations, and do what is right for clients and the bank.
Efficiently manage time and capacity.
Focus on results while acting in the client’s best interest.
Ability to work weekends and/or extended hours, which may include being scheduled at any financial center location 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 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 with solutions that meet their financial 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, doing what is right for clients and the bank and adhering to applicable laws and regulations.
Build business knowledge and a 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.