Relationship Banker - Research Triangle Page Road Financial Center

Bank of America•Durham, CA

4d•Onsite

About The Position

At Bank of America, Relationship Bankers help make financial lives better through client connections and Responsible Growth. The bank emphasizes an inclusive, caring workplace, career development, and an in-office culture that supports collaboration and engagement, with role-appropriate flexibility based on business needs. This role engages clients in the financial center lobby, educating and assisting them with transactions through self-service resources such as mobile banking, online banking, and ATMs. It processes cash transactions accurately and efficiently as needed, and involves in-depth conversations to understand clients’ financial and life priorities and connect them with solutions that support their goals. The position also manages financial center traffic, appointments, outbound calls, client experience, and cash responsibilities while working with specialists in small business, lending, and investments. The role is 40 hours per week and requires weekend and/or extended-hours availability; scheduling may include another financial center within a reasonable distance.

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.
Ability to collaborate effectively and build and nurture strong relationships.
Passion, commitment, and drive to deliver an experience that improves 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 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, act in the best interests of clients and the bank, and comply with applicable laws and regulations.
Ability to manage time and capacity efficiently.
Ability to focus on results while acting in the best interests of clients.
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 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, acting in the best interests of clients and the bank and complying with 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 and accurately and efficiently process cash transactions as needed.
Engage clients in the lobby and educate and assist them with self-service banking transactions.
Have in-depth conversations to understand clients’ financial and life priorities and connect them with appropriate solutions.