Relationship Banker - Raleigh Market

Bank of America•Cary, NC

1d•Onsite

About The Position

At Bank of America, Relationship Bankers help make financial lives better by engaging clients in the lobby, educating them, and assisting with transactions using self-service resources such as mobile banking, online banking, and ATMs. They accurately and efficiently process cash transactions as needed and have in-depth conversations to understand clients’ financial and life priorities, connecting them with solutions that support their financial goals. The role contributes to Responsible Growth, operational excellence, risk culture, and a positive client experience. Bank of America describes its culture as inclusive and supportive of teammates’ physical, emotional, and financial wellness, and maintains an in-office culture with expectations based on role responsibilities and business needs.

Requirements

High school diploma, GED, secondary school education, or equivalent.
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 with all clients.
Learn and adapt to new information and technology platforms.
Confidently educate clients on conducting simple banking transactions through self-service technologies, including ATMs, online banking, and mobile banking.
Apply 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.
Be able to work weekends and/or extended hours, potentially at any financial center location 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 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 and complying with applicable laws and regulations.
Partner with experts in small business, lending, and investments to grow business knowledge and networks.
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 with transactions through self-service resources such as mobile banking, online banking, and ATMs.
Have conversations with clients to understand their financial and life priorities and connect them with solutions that meet their goals.