Relationship Banker

Bank of America•Seattle, WA

8d•Onsite

About The Position

At Bank of America, the Relationship Banker helps make clients’ financial lives better through meaningful connections and responsible growth. This role engages clients in the lobby, educates and assists them with using self-service resources such as mobile banking, online banking, and ATMs, and processes cash transactions accurately and efficiently when needed. The banker has in-depth conversations to understand clients’ financial and life priorities and connects them with solutions suited to their goals. The role supports an in-office culture that prioritizes collaboration, engagement, and career development, with flexibility based on role responsibilities and business needs. The position is based at one of the listed Seattle financial centers and requires 40 hours per week. The role is compensated with a base salary and is not incentive eligible.

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 be 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 to meet clients’ needs.
Follow established processes and guidelines and applicable laws and regulations.
Efficiently manage time and capacity.
Focus on results while acting in the client’s best interest.
Able to work weekends and/or extended hours, which may include being scheduled at any financial center location 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 degree, such as business management, business administration, or finance.

Responsibilities

Engage clients in the lobby and educate and assist them with transactions through self-service resources, including mobile banking, online banking, and ATMs.
Accurately and efficiently process cash transactions for clients as needed.
Have in-depth conversations with clients to understand their financial and life priorities and connect them to solutions that meet their financial goals.
Execute the bank’s risk culture and strive for operational excellence.
Build client relationships to meet financial needs.
Follow established processes and guidelines, doing what is right for clients and the bank 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 and manage cash responsibilities.