Relationship Banker

Bank of America•Northbrook, IL

20d•Onsite

About The Position

At Bank of America, Relationship Bankers help clients make progress toward their financial goals while supporting the bank’s Responsible Growth priorities. This role engages clients in the financial center lobby, educates them about self-service resources such as mobile and online banking and ATMs, and assists with transactions. It also processes cash transactions accurately and efficiently when needed. Bankers have in-depth conversations to understand clients’ financial and life priorities, connect them with appropriate solutions, and deliver a strong client experience. The position is open across the market, with the specific financial center determined by business needs. New hires train at one financial center and may then move to another location within a reasonable commuting distance of home, as permitted by applicable law. Bank of America maintains an in-office culture with role-specific attendance requirements and flexibility considerations.

Requirements

High school diploma, GED, secondary school, or equivalent.
Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results and clients’ best interests.
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, confident communication and comfort 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 to meet clients’ needs.
Willingness to follow established processes and guidelines and applicable laws and regulations.
Ability to manage time and capacity efficiently.
Flexibility to work weekends and/or extended hours as needed.

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 degree, such as business management, business administration, or finance.
Skills: adaptability, business acumen, customer and client focus, oral communications, problem solving, account management, client experience, branding, client management, client solutions, advisory, relationship building, business development, pipeline management, prospecting, referral identification, and referral management.

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 as needed.
Have in-depth conversations to understand clients’ financial and life priorities and connect them with solutions that meet their financial goals.
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 adhering to applicable laws and regulations.
Build business knowledge and a professional 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.