About The Position

At Bank of America, Relationship Bankers help make financial lives better by engaging clients in the lobby, educating and assisting them with transactions through self-service resources such as mobile banking, online banking, and ATMs, and accurately processing cash transactions when needed. They have in-depth conversations to understand clients’ financial and life priorities and connect them with solutions aligned with their goals. The role supports the bank’s risk culture and operational excellence while delivering a positive client experience. This position is based at the listed financial center locations and is part of the bank’s in-office culture.

Requirements

  • High school diploma, GED, secondary school education, or equivalent.
  • Strong work ethic, self-motivation, and focus on results while acting in clients’ best interests.
  • Ability to collaborate effectively and build and nurture strong relationships.
  • Passion, commitment, and drive to deliver experiences that improve clients’ financial lives.
  • Confidence identifying solutions for new and existing clients based on their needs.
  • Effective and confident communication skills and comfort engaging with all clients.
  • Ability to learn and adapt to new information and technology platforms.
  • Confidence educating clients on self-service banking technologies, including ATMs, online banking, and mobile banking.
  • Strong critical-thinking and problem-solving skills.
  • Ability to follow established processes and guidelines and comply with applicable laws and regulations.
  • Ability to manage time and capacity efficiently and focus on results while acting in clients’ best interests.
  • Ability 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 degree, such as 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 services, 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 mobile banking, online banking, ATMs, and other self-service resources.
  • Accurately and efficiently process cash transactions for clients as needed.
  • Build relationships with clients and understand their financial and life priorities to connect them with appropriate solutions.
  • Execute the bank’s risk culture and strive for operational excellence.
  • Follow established processes and guidelines, acting in the best interests of 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.

Benefits

  • Affordable, competitive, and flexible benefits supporting teammates’ physical, emotional, and financial wellness.
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