Relationship Banker

Bank of America • Seattle, WA

4d • Onsite

About The Position

At Bank of America, the Relationship Banker helps clients in the financial center lobby by educating and assisting them with transactions through self-service options such as mobile banking, online banking, and ATMs. The role processes cash transactions accurately and efficiently when needed and has in-depth conversations with clients to understand their financial and life priorities and connect them with solutions aligned with their goals.

The position also supports the client experience, manages financial center traffic and appointments, makes outbound calls, and partners with specialists in small business, lending, and investments. The role is based at the listed Seattle financial center and follows the bank’s in-office culture.

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.
• 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 with all clients.
• Ability to learn and adapt to new information and technology platforms.
• Confidence educating clients on simple banking transactions using self-service technologies such as ATMs, online banking, and mobile banking.
• Strong critical-thinking and problem-solving skills.
• Follow established processes and guidelines and applicable laws and regulations.
• Efficiently manage time and capacity.
• Focus on results while acting in the best interest of the client.
• Able to work weekends and/or extended hours, potentially at any financial center within a reasonable distance.

Nice To Haves

• Experience in financial services and knowledge of the 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

• Engage clients in the lobby and educate and assist them with self-service banking transactions.
• Accurately and efficiently process cash transactions for clients as needed.
• Build relationships and have in-depth conversations to understand clients’ financial and life priorities and connect them with appropriate solutions.
• Execute the bank’s risk culture and strive for operational excellence.
• Follow established processes and guidelines, applicable laws, and regulations.
• Partner with small business, lending, and investment experts to grow business knowledge and networks.
• Manage financial center traffic, appointments, and outbound calls effectively.
• Drive the client experience.
• Manage cash responsibilities.

Benefits

• Benefits eligibility.
• Paid time off.
• Resources and support for employees.
• Affordable, competitive, and flexible benefits supporting physical, emotional, and financial wellness.

What This Job Offers

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