Relationship Banker - Colorado South Market

Bank of America•Colorado Springs, CO
•Onsite

About The Position

At Bank of America, the Relationship Banker engages clients in the lobby, educates them, and helps them conduct transactions using self-service resources such as mobile banking, online banking, and ATMs. The role processes cash transactions accurately and efficiently as needed and holds in-depth conversations to understand clients’ financial and life priorities and connect them with solutions that support their goals. The position drives a positive client experience while upholding the bank’s risk culture, operational standards, and applicable laws and regulations. It also involves managing financial center traffic, appointments, and outbound calls; handling cash responsibilities; and partnering with small-business, lending, and investment experts to support clients. The role is based in Bank of America’s in-office culture, with weekend and/or extended-hour work and possible scheduling at a nearby financial center.

Requirements

  • High school diploma, GED, secondary school, or equivalent.
  • Strong work ethic, motivation, and focus on results while acting in clients’ best interests.
  • Ability to collaborate effectively and build and nurture strong relationships.
  • 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 through self-service technologies.
  • Strong critical-thinking and problem-solving skills.
  • Ability to follow established processes and guidelines and comply with applicable laws and regulations.
  • Ability to manage time and capacity efficiently.
  • Ability 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

  • Engage lobby clients and educate and assist them with transactions through self-service resources, including mobile banking, online banking, and ATMs.
  • Accurately and efficiently process cash transactions as needed and manage cash responsibilities.
  • Have in-depth conversations with clients to understand their financial and life priorities and connect them with appropriate solutions.
  • 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 and comply with applicable laws and regulations.
  • Partner with experts in small business, lending, and investments to grow business knowledge and network.
  • Manage financial center traffic, appointments, and outbound calls effectively.
  • Drive the client experience.

Benefits

  • Benefits eligibility.
  • Paid time off.
  • Resources and support for employees.
  • Affordable, competitive, and flexible benefits supporting physical, emotional, and financial wellness.
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