Relationship Banker - Jeffersonville and New Albany State Street - Indiana area

Bank of America•Jeffersonville, VT

26d•Onsite

About The Position

At Bank of America, Relationship Bankers help make financial lives better through the power of every connection and support Responsible Growth for clients, teammates, communities, and shareholders. The bank promotes an inclusive, caring workplace and supports teammates’ physical, emotional, and financial wellness through benefits. The company maintains an in-office culture for collaboration, engagement, and career development, with flexibility based on role responsibilities and business needs. This role engages clients in the financial center lobby, educates and assists them with transactions using self-service resources such as mobile banking, online banking, and ATMs, and accurately processes cash transactions as needed. Relationship Bankers have in-depth conversations to understand clients’ financial and life priorities and connect them with solutions to meet their financial goals. They also manage financial center traffic, appointments, outbound calls, and cash responsibilities while supporting a strong client experience and operational excellence.

Requirements

High School Diploma, GED, Secondary School, or equivalent.
Strong work ethic, motivation, results focus, and commitment to acting in clients’ best interests.
Ability to collaborate effectively and build and nurture strong relationships.
Passion and drive to deliver an experience that improves 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 conducting simple banking transactions through self-service technologies, including ATMs, online banking, and mobile banking.
Strong critical-thinking and problem-solving skills to meet clients’ needs.
Ability to follow established processes and guidelines and comply with applicable laws and regulations.
Ability to manage time and capacity efficiently.
Ability to 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’s 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, doing what is right for 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 transactions through self-service resources such as mobile banking, online banking, and ATMs.
Accurately and efficiently process cash transactions for clients as needed.
Have conversations to understand clients’ financial and life priorities and connect them to solutions that meet their financial goals.