Relationship Banker

Bank of America • Plano, TX

12d • Onsite

About The Position

At Bank of America, Relationship Bankers help make financial lives better through client connections and responsible growth. This role engages clients in the financial center lobby, educates them about and assists with self-service resources such as mobile banking, online banking, and ATMs, and accurately processes cash transactions as needed. Bankers have in-depth conversations to understand clients’ financial and life priorities and connect them with solutions that meet their goals.

The position is open across the market, and the assigned financial center is based on business needs. New hires train at one financial center and may then move to another location within a reasonable commuting distance of home, to the extent permitted by applicable law. Bank of America describes its culture as inclusive and supportive of teammates’ career development and physical, emotional, and financial wellness. The company has an in-office culture intended to support collaboration, engagement, and career development, with flexibility based on role responsibilities and business needs.

Requirements

• High school diploma, GED, secondary school qualification, or equivalent.
• Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results, acting in the client’s best interest.
• Collaborate effectively and build and nurture strong relationships.
• Demonstrate passion, commitment, and drive to improve 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.
• Ability to learn and adapt to new information and technology platforms.
• Confidence educating clients on simple banking transactions using self-service technology, such as ATMs, online banking, and mobile banking.
• 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 client’s best interest.
• Able to work weekends and/or extended hours, potentially at any financial center within a reasonable distance.
• Work 40 hours per week on first shift.

Nice To Haves

• Spanish language skills preferred.
• 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 self-service transactions through 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 suitable solutions.
• 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 networks 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.

Benefits

• Affordable, competitive, and flexible benefits supporting teammates’ physical, emotional, and financial wellness.
• Opportunities to learn, grow, and build a career.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED