Relationship Banker - Mooresville, NC Area

Bank of America•Mooresville, NC

4d•Onsite

About The Position

At Bank of America, Relationship Bankers support the company’s purpose of helping make financial lives better through client connections and Responsible Growth. The bank emphasizes an inclusive, caring workplace, teammate development and wellness, and an in-office culture that supports collaboration, engagement, and career development. The Relationship Banker engages clients in the financial center 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 role involves learning about clients’ financial and life priorities through in-depth conversations and connecting them with solutions that support their goals. The banker also helps manage financial center traffic, appointments, and outbound calls, builds business knowledge by working with experts in small business, lending, and investments, and follows applicable processes, laws, and regulations. This is a 40-hour-per-week, first-shift role that may require weekend or extended-hour work and scheduling at another financial center within a reasonable distance.

Requirements

High School Diploma, GED, secondary school qualification, or equivalent.
Be an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the client's best interest.
Collaborate effectively, getting things done while building and nurturing strong relationships.
Display passion, commitment, and drive to deliver an experience that improves clients' financial lives.
Confidently identify solutions for new and existing clients based on their needs.
Communicate effectively and confidently and be comfortable engaging all clients.
Be able to learn and adapt to new information and technology platforms.
Confidently educate clients on simple banking transactions using 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 and applicable laws and regulations.
Manage time and capacity efficiently.
Focus on results while acting in the client's best interest.
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 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 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

Engage clients in the lobby and educate and assist them with transactions through 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.
Grow business knowledge and networks 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.