Relationship Banker - Upstate SC Market - Greenville, SC Area

Bank of America•Greenville, NC
•Onsite

About The Position

The Relationship Banker engages clients in the lobby, educates them, and helps them conduct transactions using self-service resources such as mobile banking, online banking, and ATMs. The role accurately and efficiently processes cash transactions when needed and has in-depth conversations with clients to understand their financial and life priorities and connect them with solutions that support their goals. The position contributes to a strong client experience and operational excellence while following established processes, applicable laws, and regulations. Relationship Bankers build relationships, partner with experts in small business, lending, and investments, and manage financial center traffic, appointments, outbound calls, and cash responsibilities. This is a first-shift role with a 40-hour workweek. Weekend and/or extended hours may be required, and the employee may be scheduled at any financial center within a reasonable distance.

Requirements

  • High school diploma, GED, secondary school education, or equivalent.
  • Be an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
  • Collaborate effectively, getting things done while building and nurturing strong relationships.
  • Display passion, commitment, and drive to deliver an experience that improves clients’ financial lives.
  • Confidently identify solutions for new and existing clients based on their needs.
  • Communicate effectively and confidently and be comfortable engaging all clients.
  • Ability to learn and adapt to new information and technology platforms.
  • Confidence educating 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.
  • Follow established processes and guidelines and applicable laws and regulations.
  • Efficiently manage time and capacity.
  • 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 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.

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 in-depth conversations with clients to understand their financial and life priorities and connect them to solutions that meet their financial goals.
  • 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 interest 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.

Benefits

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