Relationship Banker

Bank of America•Bellingham, WA

16d•$25 - $27•Onsite

About The Position

At Bank of America, Relationship Bankers help make clients’ financial lives better by engaging clients in the financial center lobby, educating them, and assisting with transactions through self-service resources such as mobile banking, online banking, and ATMs. The role includes accurately and efficiently processing cash transactions as needed. Relationship Bankers have in-depth conversations with clients to understand their financial and life priorities and connect them with solutions that support their goals. They help manage financial center traffic, appointments, and outbound calls; build client relationships; and collaborate with colleagues in small business, lending, and investments. The position emphasizes responsible growth, operational excellence, compliance with applicable laws and regulations, and delivering a positive client experience.

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.
Ability to collaborate effectively and build and nurture strong relationships.
Passion, 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 such as ATMs, online banking, and mobile banking.
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 focus on results while acting in clients’ best interests.
Ability to work weekends and/or extended hours, which may include assignments 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’s 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 clients’ and the bank’s best interests 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, including processing cash transactions as needed.
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 to appropriate solutions.