Relationship Banker - Johns Creek Financial Center

Bank of America•Saint Johns, AZ
•Onsite

About The Position

At Bank of America, the Relationship Banker helps make financial lives better through client connections and supports the bank’s Responsible Growth approach. The bank describes an inclusive, caring workplace that supports teammate development, performance, and physical, emotional, and financial wellness. Its in-office culture supports collaboration, engagement, and career development, with flexibility based on role responsibilities and business needs. This role engages clients in the financial center lobby, educating and assisting them with transactions through self-service resources such as mobile banking, online banking, and ATMs. The Relationship Banker processes cash transactions accurately and efficiently as needed, learns about clients’ financial and life priorities through in-depth conversations, and connects them with solutions aligned with their financial goals. The role is first shift and is listed at 40 hours per week.

Requirements

  • High school diploma, GED, secondary school, or equivalent.
  • Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results, acting in the client’s best interest.
  • Collaborates effectively and builds and nurtures strong relationships.
  • Demonstrates passion, commitment, and drive to improve clients’ financial lives.
  • Confidently identifies solutions for new and existing clients based on their needs.
  • Communicates effectively and confidently and is comfortable engaging all clients.
  • Able to learn and adapt to new information and technology platforms.
  • Confidently educates clients on simple banking transactions using self-service technologies such as ATMs, online banking, and mobile banking.
  • Applies strong critical-thinking and problem-solving skills to meet clients’ needs.
  • Follows established processes and guidelines and applicable laws and regulations.
  • Efficiently manages time and capacity.
  • Focuses on results while acting in the client’s best interest.
  • Must be able 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.
  • Skills: 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

  • 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 in daily activities, doing what is right for clients and the bank and adhering to applicable laws and regulations.
  • Grow business knowledge and 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.
  • Engage clients in the lobby and educate and assist them with transactions using self-service resources such as 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 to solutions that meet their goals.

Benefits

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