About The Position

At Bank of America, the Relationship Banker helps clients with their financial needs while supporting the bank’s purpose of helping make financial lives better. The role is responsible for engaging clients in the lobby, educating and assisting them with transactions through self-service resources such as mobile banking, online banking, and ATMs, and accurately processing cash transactions as needed. Bankers hold in-depth conversations to understand clients’ financial and life priorities and connect them with solutions that support their goals. The role also supports an inclusive, collaborative workplace and follows the bank’s in-office culture.

Requirements

  • High School Diploma, GED, secondary school education, or equivalent.
  • Be an enthusiastic, highly motivated self-starter with a strong work ethic and a strong focus on results, acting in the client’s best interest.
  • Collaborate effectively and build and nurture strong relationships.
  • Show 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 with all clients.
  • Learn and adapt to new information and technology platforms.
  • Educate clients on conducting simple banking transactions through self-service technologies, including ATMs, online banking, and mobile banking.
  • Apply 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 client’s best interest.
  • Work weekends and/or extended hours, which may include scheduling 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 clients’ and the bank’s best interests and adhering to 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 and educate and assist them with transactions through self-service resources such as mobile banking, online banking, and ATMs.
  • Hold conversations with clients to understand their financial and life priorities and connect them to relevant solutions.

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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