Relationship Banker - Richmond West Area
About The Position
At Bank of America, Relationship Bankers help make financial lives better by building relationships with clients and connecting them to solutions that meet their financial goals. The role engages clients in the lobby, educates and assists them with conducting transactions through self-service resources such as mobile banking, online banking, and ATMs, and accurately and efficiently processes cash transactions as needed. Bankers have in-depth conversations to understand clients’ financial and life priorities and drive a positive client experience. The position supports the bank’s risk culture and operational excellence, follows established processes and applicable laws and regulations, and manages financial center traffic, appointments, outbound calls, and cash responsibilities. Bankers build business knowledge and networks by partnering with specialists in small business, lending, and investments. This is an in-office financial center role with a 40-hour workweek and a first shift schedule. Weekend and/or extended hours may be required, and the employee may be scheduled at another financial center within a reasonable distance.
Requirements
- Be an 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 feel comfortable engaging all clients.
- Be able to learn and adapt to new information and technology platforms.
- Confidently educate clients on conducting simple banking transactions through self-service technologies, including ATMs, online banking, and mobile banking.
- Apply strong critical-thinking and problem-solving skills to meet clients’ needs.
- Follow established processes and guidelines and applicable laws and regulations.
- Manage time and capacity efficiently.
- Focus on results while acting in the best interest of the client.
- Be able to work weekends and/or extended hours, potentially at any financial center location within a reasonable distance.
- Have a High School Diploma, GED, secondary school qualification, or equivalent.
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 using self-service resources such as mobile banking, online banking, and ATMs.
- Accurately and efficiently process cash transactions for clients 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, doing what is right for clients and the bank and complying with applicable laws and regulations.
- Build 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.
Benefits
- Benefits eligibility.
- Access to paid time off.
- Resources and support for employees.
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
