Relationship Banker - Triad Market

Bank of America•Greensboro, NC

6d•Onsite

About The Position

At Bank of America, Relationship Bankers engage clients in the lobby, educate them, and assist them with transactions using self-service resources such as mobile banking, online banking, and ATMs. They accurately and efficiently process cash transactions as needed. The role involves having in-depth conversations with clients to understand their financial and life priorities and connecting them with solutions that support their financial goals. The position supports Bank of America’s commitment to Responsible Growth, an inclusive workplace, and an in-office culture that enables collaboration, engagement, and career development. The role is scheduled for 40 hours per week on first shift and may require weekend or extended hours, as well as work at a nearby financial center when scheduled.

Requirements

High school diploma, GED, secondary school education, or equivalent.
Enthusiastic, highly motivated self-starter with a strong work ethic and intense 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 experiences that 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 using self-service technologies such as ATMs, online banking, and mobile banking.
Strong critical-thinking and problem-solving skills to meet client needs.
Ability to follow established processes and guidelines, comply with applicable laws and regulations, and act in the best interests of clients and the bank.
Ability to manage time and capacity efficiently and focus on results while acting in the client’s best interest.
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 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, acting in the best interests of clients and the bank and complying with 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.
Manage cash responsibilities.
Engage clients in the lobby, educate them, and assist with transactions through self-service resources.
Have in-depth conversations with clients to understand their financial and life priorities and connect them with solutions aligned with their goals.