Relationship Banker-Atlanta Market

Bank of America•Atlanta, GA

2d•Onsite

About The Position

At Bank of America, the Relationship Banker engages clients in the lobby, educating and assisting them with transactions through self-service resources such as mobile banking, online banking, and ATMs. The role processes cash transactions accurately and efficiently as needed. Relationship Bankers have in-depth conversations with clients to understand their financial and life priorities and connect them with solutions that support their financial goals. The position includes managing financial center traffic, appointments, outbound calls, and cash responsibilities while delivering a strong client experience. The Relationship Banker follows established processes and guidelines, complies with applicable laws and regulations, and supports the bank’s risk culture and operational excellence. The role partners with small-business, lending, and investment experts to grow business knowledge and build a professional network. This is an in-office role with a first shift schedule of 40 hours per week; weekend and/or extended hours 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, enthusiasm, and focus on results while acting in the client’s best interest.
Ability to collaborate effectively and build and nurture strong relationships.
Passion, commitment, and drive to improve 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.
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.
Ability to manage time and capacity efficiently.
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 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’s 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 in daily activities, doing what is right for clients and the bank and adhering to applicable laws and regulations.
Partner with experts in small business, lending, and investments to grow business knowledge and network.
Manage financial center traffic, appointments, and outbound calls effectively.
Drive the client experience.
Manage cash responsibilities.
Educate and assist clients with self-service transactions through mobile banking, online banking, and ATMs.
Engage clients to understand their financial and life priorities and connect them to solutions that meet their financial goals.