Relationship Banker - Colorado South Market

Bank of America•Castle Rock, CO
•$25 - $27•Onsite

About The Position

At Bank of America, the Relationship Banker supports the bank’s purpose of helping make financial lives better through responsible growth and a culture of care, inclusion, and teammate development. This position is open across the Colorado South Market; the specific Financial Center location is based on business needs. If hired, the employee trains at one financial center and may later move to another location within a reasonable commuting distance of home, as permitted by law. The role engages clients in the lobby, educates and assists them with transactions using self-service resources such as mobile banking, online banking, and ATMs, and accurately processes cash transactions as needed. The Relationship Banker has in-depth conversations with clients to understand their financial and life priorities and connects them with solutions aligned to their goals. The role is based in an in-office financial center environment and is scheduled for 40 hours per week.

Requirements

  • Be an enthusiastic, highly motivated self-starter with a strong work ethic and a strong focus on results while acting in the client's best interest.
  • Collaborate effectively, building and nurturing 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.
  • Learn and adapt to new information and technology platforms.
  • Educate clients on conducting simple banking transactions through self-service technologies such as ATMs, online banking, and mobile banking.
  • Apply strong critical-thinking and problem-solving skills to meet clients' needs.
  • Follow established processes and guidelines, acting in the best interests of clients and the bank and adhering to applicable laws and regulations.
  • Manage time and capacity efficiently.
  • Be able to work weekends and/or extended hours, which may include scheduling at any financial center within a reasonable distance.
  • High School Diploma, GED, secondary school credential, or equivalent.

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's degree, such as business management, business administration, or finance.

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 the best interests of clients and the bank and adhering to applicable laws and regulations.
  • Build business knowledge and a professional network by partnering with experts in small business, lending, and investments.
  • Effectively manage financial center traffic, appointments, and outbound calls.
  • Drive the client experience.
  • Manage cash responsibilities.
  • Engage clients in the lobby and educate and assist them with transactions through self-service resources, including mobile banking, online banking, and ATMs.
  • Discuss clients' financial and life priorities and connect them to solutions that support their financial goals.

Benefits

  • Benefits eligibility.
  • Access to paid time off.
  • Resources and support for employees.
  • Affordable, competitive, and flexible benefits supporting physical, emotional, and financial wellness.
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