About The Position

At Bank of America, the Relationship Banker engages clients in the lobby, educates them, and assists with transactions using self-service resources such as mobile banking, online banking, or ATMs. The role accurately and efficiently processes cash transactions as needed. It also involves having in-depth conversations with clients to understand their financial and life priorities and connecting them with solutions that meet their financial goals. The position is part of Bank of America’s commitment to Responsible Growth, an inclusive and caring workplace, and an in-office culture that supports collaboration, engagement, and career development. The role is based at financial centers in Euclid, Willoughby, Mentor, Mayfield Heights, Shaker Heights, Woodmere, or Solon, and requires working weekends and/or extended hours when scheduled. Hours are 40 per week, on the first shift.

Requirements

  • High school diploma, GED, secondary school, or equivalent.
  • Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the client’s best interest.
  • Collaborates effectively to get things done and builds and nurtures strong relationships.
  • Displays passion, commitment, and drive to deliver experiences that improve clients’ financial lives.
  • Confidently identifies solutions for new and existing clients based on their needs.
  • Communicates effectively and confidently and is comfortable engaging 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.
  • Follows established processes and guidelines, doing what is right for clients and the bank and adhering to applicable laws and regulations.
  • Efficiently manages time and capacity.
  • Focuses on results while acting in the client’s best interest.
  • Must be 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

  • 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, doing what is right for clients and the bank and adhering to applicable laws and regulations.
  • Grow business knowledge and networks 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 in the lobby, educate them, and assist with transactions through self-service resources such as mobile banking, online banking, and ATMs.
  • Process cash transactions accurately and efficiently as needed.
  • Have in-depth conversations with clients to understand their financial and life priorities and connect them with solutions that meet their financial goals.

Benefits

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