Relationship Banker

Bank of America • Lewisville, TX

1d • Onsite

About The Position

At Bank of America, the Relationship Banker helps make clients’ financial lives better by engaging clients in the financial center lobby, educating them, and assisting them with transactions through self-service resources such as mobile banking, online banking, and ATMs. The role accurately and efficiently processes cash transactions 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 is open across the market. The specific Financial Center location will be based on business needs. If hired, the employee will train at one financial center and may then move to another location within a reasonable commuting distance of home, as permitted by applicable law. Bank of America describes its culture as committed to in-office attendance, with role-specific flexibility. The position is first shift and is listed as 40 hours per week.

Requirements

• High school diploma, GED, secondary school qualification, or equivalent.
• Strong work ethic, self-motivation, and focus on results while acting in the client’s best interest.
• Ability to collaborate effectively and build and nurture strong relationships.
• Passion and commitment to improve clients’ financial lives.
• Confidence identifying solutions for new and existing clients based on their needs.
• Effective, confident communication and comfort engaging with all clients.
• Ability to learn and adapt to new information and technology platforms.
• Ability to educate clients on simple banking transactions through self-service technologies such as ATMs, online banking, and mobile banking.
• Strong critical-thinking and problem-solving skills.
• Willingness to follow established processes and guidelines and comply with applicable laws and regulations.
• Ability to manage time and capacity efficiently.
• Flexibility to work weekends and/or extended hours as needed.

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 a business-relevant associate degree, such as business management, business administration, or finance.
• Bilingual Spanish skills, written and verbal.

Responsibilities

• Engage clients in the lobby and educate and assist them with transactions using self-service resources.
• Accurately and efficiently process cash transactions for clients as needed.
• Build relationships with clients to understand their financial needs and connect them to appropriate solutions.
• Execute the bank’s risk culture and strive for operational excellence.
• Follow established processes and guidelines, and comply with applicable laws and regulations.
• Partner with experts in small business, lending, and investments to grow business knowledge and networks.
• Manage financial center traffic, appointments, and outbound calls effectively.
• Drive the client experience.
• Manage cash responsibilities.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED