Relationship Banker - Charleston Market - Mt. Pleasant, SC Area

Bank of America • Mount Pleasant, SC

3d • Onsite

About The Position

At Bank of America, Relationship Bankers help make financial lives better by delivering for clients, teammates, communities, and shareholders. The company promotes an inclusive workplace, career development, and teammate wellness, and maintains an in-office culture to support collaboration, engagement, and career growth.

This role engages clients in the financial center lobby, educates them about and assists them with transactions using self-service resources such as mobile banking, online banking, and ATMs, and processes cash transactions accurately and efficiently as needed. Relationship Bankers have in-depth conversations to understand clients’ financial and life priorities and connect them with solutions aligned with their financial goals. The role works a 1st shift schedule for 40 hours per week and may require weekend or extended-hour work and scheduling at a nearby financial center.

Requirements

• High school diploma, GED, secondary school, or equivalent.
• Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results, 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 and confident communication skills and comfort engaging with all clients.
• Ability to learn and adapt to new information and technology platforms.
• Confidence educating clients on simple banking transactions through self-service technologies such as ATMs, online banking, and mobile banking.
• Strong critical-thinking and problem-solving skills to meet clients’ needs.
• Ability to follow established processes and guidelines and comply with applicable laws and regulations.
• Ability to manage time and capacity efficiently.
• Ability to focus on results while acting in the client’s best interest.
• Ability 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 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’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, acting in clients’ and the bank’s best interests and adhering to 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 and educate them on conducting transactions through self-service resources, including ATMs, online banking, and mobile banking.
• Understand clients’ financial and life priorities and connect them with solutions that support their financial goals.

Benefits

• Affordable, competitive, and flexible benefits supporting teammates’ physical, emotional, and financial wellness.

What This Job Offers

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