Relationship Banker

Bank of America•American Fork, UT

20d•Onsite

About The Position

At Bank of America, the Relationship Banker engages clients in the lobby, educates and assists them with conducting transactions through self-service resources such as mobile banking, online banking, and ATMs, and accurately and efficiently processes cash transactions as needed. The role involves having in-depth conversations with clients to understand their financial and life priorities and connecting them with solutions that meet their financial goals. The position supports the bank’s risk culture and operational excellence, builds client relationships, manages financial center traffic and appointments, and collaborates with specialists in small business, lending, and investments. The role is based in an in-office culture and requires the ability to work weekends and/or extended hours, potentially at a nearby financial center. The schedule is 1st shift, 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 best interest of the client.
Ability to collaborate effectively, get things done, and build and nurture strong relationships.
Passion, commitment, and drive to deliver an experience that improves clients' financial lives.
Confidence in 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 conducting simple transactions through self-service technologies such as ATMs, online banking, and mobile banking.
Strong critical-thinking and problem-solving skills to meet clients' needs.
Ability to follow established processes and guidelines, act in the best interests of clients and the bank, and adhere to applicable laws and regulations.
Ability to manage time and capacity efficiently.
Ability to focus on results while acting in the best interest of the client.
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 a 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 in daily activities, acting in the best interests of 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 self-service banking transactions.
Have conversations with clients to understand their financial and life priorities and connect them to solutions that meet their goals.
Accurately and efficiently process cash transactions for clients as needed.