Relationship Banker
About The Position
At Bank of America, the Relationship Banker engages clients in the lobby, educates them, and helps them conduct transactions through self-service resources such as mobile banking, online banking, and ATMs. The role accurately and efficiently processes cash transactions as needed. Through in-depth conversations, the Relationship Banker learns clients’ financial and life priorities and connects them with solutions that support their financial goals. The role helps deliver the bank’s client experience and operational excellence while following established processes, applicable laws, and regulations. It also involves managing financial center traffic, appointments, and outbound calls, and partnering with experts in small business, lending, and investments. This is an in-office role. The position is a 40-hour-per-week, first-shift role, and may require weekend or extended-hours work and scheduling at a nearby financial center.
Requirements
- Be an 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.
- 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.
- Be able to learn and adapt to new information and technology platforms.
- Confidently 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 and applicable laws and regulations.
- Manage time and capacity efficiently.
- Focus on results while acting in the client’s best interest.
- Work weekends and/or extended hours as required, potentially at any financial center location within a reasonable distance.
- High school diploma, GED, secondary school, or equivalent.
- Work 40 hours per week.
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, doing what is right for clients and the bank while adhering to applicable laws and regulations.
- Grow business knowledge and 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, educate them, and assist them with self-service banking resources.
- Conduct in-depth conversations to understand clients’ financial and life priorities and connect them to appropriate solutions.
- Accurately and efficiently process cash transactions as needed.
Benefits
- Paid time off.
- Access to resources and support for employees.
- Industry-leading benefits; the role is currently benefits eligible.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
