Relationship Banker - Rockville-Silver Spring Market

Bank of America•Silver Spring, MD

23h•Onsite

About The Position

At Bank of America, the Relationship Banker engages clients in the financial center lobby, educates them, and helps them conduct 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 have in-depth conversations to understand clients’ financial and life priorities and connect them with solutions that support their financial goals. The position supports the bank’s risk culture and operational excellence, builds client relationships, manages financial center traffic and appointments, and collaborates with specialists in small business, lending, and investments. The role is based in the Rockville-Silver Spring market and may involve being scheduled at any financial center location within a reasonable distance. Bank of America describes its work culture as in-office, with expectations and flexibility based on role responsibilities and business needs.

Requirements

High school diploma, GED, secondary school education, 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 and confident communication skills and comfort engaging with all clients.
Ability to learn and adapt to new information and technology platforms.
Confidence educating clients on simple transactions using 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 comply with applicable laws and regulations.
Ability to manage time and capacity efficiently and focus on results while acting in clients’ best interests.
Must be able to work weekends and/or extended hours, which may include assignment to 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 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 through mobile banking, online banking, ATMs, and other self-service resources.
Accurately and efficiently process cash transactions for clients as needed.
Hold in-depth conversations to understand clients’ financial and life priorities and connect them with 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, and comply with applicable laws and regulations.
Partner with experts in small business, lending, and investments to grow business knowledge and networks.
Manage financial center traffic, appointments, and outbound calls effectively.
Drive the client experience and manage cash responsibilities.