Relationship Banker - Speedway, Zionsville and Avon

Bank of America•Speedway, IN
•Onsite

About The Position

At Bank of America, Relationship Bankers help make financial lives better through client connections and Responsible Growth. The role involves engaging clients in the financial center lobby, educating and assisting them with transactions through self-service resources such as mobile banking, online banking, and ATMs, and accurately processing cash transactions as needed. Relationship Bankers have in-depth conversations to understand clients’ financial and life priorities and connect them with solutions that support their financial goals. The position is part of an in-office culture focused on collaboration, engagement, and career development, with flexibility based on role responsibilities and business needs.

Requirements

  • Be an enthusiastic, highly motivated self-starter with a strong work ethic and a strong focus on results, acting in the client’s best interest.
  • Collaborate effectively and build and nurture strong relationships.
  • Show passion, commitment, and drive to improve clients’ financial lives.
  • Confidently 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.
  • Confidently educate clients on simple banking transactions using self-service technologies such as ATMs, online banking, and mobile banking.
  • Apply strong critical-thinking and problem-solving skills to meet clients’ needs.
  • Follow established processes and guidelines, acting in the best interests of clients and the bank and adhering to applicable laws and regulations.
  • Manage time and capacity efficiently.
  • Focus on results while acting in the client’s best interest.
  • Be able to work weekends and/or extended hours, which may include working 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, 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.

Benefits

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