Relationship Banker - Mass Southeast Market
About The Position
At Bank of America, the Relationship Banker helps clients make progress toward their financial goals by engaging with them in the financial center lobby, learning about their financial and life priorities, and connecting them with suitable solutions. The role educates and assists clients with completing transactions through self-service options such as mobile banking, online banking, and ATMs, and accurately processes cash transactions when needed. The position supports the bank’s risk culture and operational excellence, manages financial-center traffic, appointments, and outbound calls, and builds relationships with clients. The Relationship Banker also partners with small business, lending, and investment experts to expand business knowledge and connect clients with relevant resources. This is an in-office role with a first shift schedule of 40 hours per week. Weekend and/or extended-hour work may be required, and scheduling may be at a nearby financial center.
Requirements
- High school diploma, GED, secondary school, or equivalent.
- Strong work ethic, self-motivation, and focus on results while acting in the client’s best interest.
- Ability to collaborate effectively and build and nurture strong relationships.
- 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 and confident communication skills and comfort engaging with all clients.
- Ability to learn and adapt to new information and technology platforms.
- Ability to educate clients on simple banking transactions using self-service technologies such as ATMs, online banking, and mobile banking.
- Strong critical-thinking and problem-solving skills.
- Ability to follow established processes and guidelines and comply with applicable laws and regulations.
- Effective time and capacity management.
- 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 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.
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.
- Have in-depth conversations with clients to understand their financial and life priorities and connect them to solutions that support their financial goals.
- Accurately and efficiently process cash transactions for clients as needed and manage cash responsibilities.
- Execute the bank’s risk culture and strive for operational excellence.
- Build relationships with clients to meet their financial needs and drive the client experience.
- Follow established processes and guidelines, applicable laws, and regulations in daily activities.
- Partner with experts in small business, lending, and investments to grow business knowledge and network.
- Manage financial-center traffic, appointments, and outbound calls effectively.
Benefits
- Benefits eligibility, including access to paid time off and employee resources and support.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
