Relationship Banker - Great Neck, Hicksville, Glen Cove, Garden City, Manhasset (Nassau North) NY Areas
About The Position
The Relationship Banker engages clients in the financial center lobby, educating and assisting them with transactions through self-service resources such as mobile banking, online banking, and ATMs. The role also processes client cash transactions accurately and efficiently as needed. Bankers hold in-depth conversations to understand clients’ financial and life priorities and connect them with solutions that support their financial goals. The position is based at Bank of America financial centers in the Nassau North, New York area. The bank describes its culture as committed to responsible growth, an inclusive workplace, teammate well-being, and an in-office culture with role-specific attendance requirements and flexibility. This role is a 1st-shift position scheduled for 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 client’s best interest.
- Ability to collaborate effectively and build and nurture strong relationships.
- Passion, commitment, 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.
- Confidence educating clients on simple banking 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 and applicable laws and regulations.
- Ability to manage time and capacity efficiently.
- Ability to focus on results while acting in the client’s best interest.
- Flexibility to work weekends and/or extended hours as needed.
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
- 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 while 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.
- Educate and assist clients with transactions through self-service resources, including mobile banking, online banking, and ATMs.
- Process cash transactions accurately and efficiently as needed.
- Learn clients’ financial and life priorities through in-depth conversations and connect them to solutions aligned with their financial goals.
Benefits
- Access to paid time off.
- Benefits eligibility.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Education Level
High school or GED
