Relationship Banker - Lincolnton Financial Center

Bank of America•Lincolnton, NC

2d•Onsite

About The Position

At Bank of America, Relationship Bankers help make financial lives better through client connections, Responsible Growth, and a culture of care and inclusion. The bank supports teammate development and wellness and emphasizes an in-office culture for collaboration, engagement, and career development, with flexibility based on role responsibilities and business needs. This role 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 Relationship Banker processes cash transactions accurately and efficiently when needed, has in-depth conversations to understand clients’ financial and life priorities, and connects clients with solutions that support their financial goals.

Requirements

High school diploma, GED, secondary school, or equivalent.
Be an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
Collaborate effectively to get things done and build and nurture strong relationships.
Show 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 feel comfortable engaging all clients.
Learn and adapt to new information and technology platforms.
Educate 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, comply with applicable laws and regulations, and act in the best interests of clients and the bank.
Manage time and capacity efficiently.
Focus on results while acting in the best interest of the client.
Be able to work weekends and/or extended hours, which may include being scheduled 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 degree, such as in 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, acting in clients’ and the bank’s best interests and complying with applicable laws and regulations.
Build business knowledge and a network 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.
Engage clients in the lobby and educate and assist them with transactions through self-service resources.
Understand clients’ financial and life priorities and connect them with solutions that meet their financial goals.