Relationship Banker - Scottsdale Area

Bank of America•Scottsdale, AZ

1d•Onsite

About The Position

Bank of America seeks a Relationship Banker to engage clients in the financial center lobby, educate and assist them with conducting transactions through self-service resources such as mobile banking, online banking, and ATMs, and accurately process cash transactions as needed. The role includes having in-depth conversations to understand clients’ financial and life priorities and connecting them with solutions that support their financial goals. The Relationship Banker builds client relationships, manages financial center traffic, appointments, and outbound calls, and partners with experts in small business, lending, and investments. The role also includes cash responsibilities, delivering a strong client experience, following established processes and applicable laws and regulations, and supporting the bank’s risk culture and operational excellence. This position is based in the Scottsdale area. Bank of America describes an in-office culture, with role-specific flexibility based on responsibilities and business needs. The employee must be able to work weekends and/or extended hours and may be scheduled at any financial center within a reasonable distance. The posting specifies 5% travel and a 1st shift schedule of 40 hours per week.

Requirements

Be an enthusiastic, highly motivated self-starter with a strong work ethic and a focus on results, acting in the best interest of the client.
Collaborate effectively and build and nurture strong relationships.
Demonstrate 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, 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, adhere to applicable laws and regulations, and act in the best interests of clients and the bank.
Manage time and capacity efficiently and focus on results while acting in the best interest of the client.
Be able to work weekends and/or extended hours, including at any financial center location within a reasonable distance.

Nice To Haves

Experience in financial services and knowledge of financial services 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.
Skills in adaptability, business acumen, customer and client focus, oral communications, problem solving, account management, client experience, branding, client management, client solutions, advisory, relationship building, business development, pipeline management, prospecting, referral identification, and referral management.

Responsibilities

Engage clients in the lobby and educate and assist them with transactions using 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 interests of clients and the bank and adhering to applicable laws and regulations.
Grow business knowledge and professional networks by partnering with experts in small business, lending, and investments.
Manage financial center traffic, appointments, and outbound calls effectively.
Drive the client experience and manage cash responsibilities.