Relationship Banker - Wilmington Market

Bank of America•West Chester Township, OH

2d•Onsite

About The Position

At Bank of America, the Relationship Banker helps make financial lives better by engaging clients in the financial center lobby, educating and assisting them with transactions using self-service resources such as mobile banking, online banking, and ATMs, and accurately processing cash transactions when needed. The role involves having in-depth conversations to understand clients’ financial and life priorities and connecting them with solutions that support their financial goals. The banker builds client relationships, drives a strong client experience, manages financial center traffic, appointments, outbound calls, and cash responsibilities, and partners with specialists in small business, lending, and investments. The role is part of Bank of America’s in-office culture and requires working 40 hours per week on first shift. Weekend and/or extended hours may be required, including scheduling at another financial center within a reasonable distance.

Requirements

Be an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results, acting in the best interest of the client.
Collaborate effectively and build and nurture strong relationships.
Demonstrate passion, commitment, and drive to improve clients’ financial lives.
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 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 best interest of the client.
Work weekends and/or extended hours as needed, potentially at any financial center within a reasonable distance.
Minimum education: High School Diploma, GED, secondary school, or equivalent.

Nice To Haves

Experience in financial services and knowledge of financial services 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.

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.
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.
Engage clients in the lobby and educate and assist them with self-service banking resources.
Have in-depth conversations with clients to understand their financial and life priorities and connect them to relevant solutions.