About The Position

At Bank of America, the Relationship Banker engages clients in the financial center lobby, educating and assisting them with transactions through self-service resources such as mobile banking, online banking, and ATMs. The role accurately and efficiently processes cash transactions as needed and has in-depth conversations with clients to understand their financial and life priorities and connect them with solutions that meet their goals. The position supports the bank’s risk culture and operational excellence, builds client relationships, and delivers a positive client experience. The banker manages financial center traffic, appointments, outbound calls, and cash responsibilities, while partnering with small business, lending, and investment experts to grow business knowledge and connect clients with appropriate resources. Bank of America describes its work culture as inclusive and caring and states that it is committed to an in-office culture, with flexibility based on role responsibilities and business needs.

Requirements

  • High school diploma, GED, secondary school, 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 and confident communication skills 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.
  • Ability to follow established processes and guidelines, comply with applicable laws and regulations, and do what is right for clients and the bank.
  • Ability to manage time and capacity efficiently and focus on results while acting in clients’ best interests.
  • Availability to work weekends and/or extended hours, which may include being scheduled 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.
  • Partner with experts in small business, lending, and investments to grow business knowledge and networks.
  • Manage financial center traffic, appointments, and outbound calls effectively.
  • Drive the client experience.
  • Manage cash responsibilities.
  • Educate and assist clients with conducting transactions through self-service resources such as mobile banking, online banking, and ATMs.
  • Engage clients in conversations to understand their financial and life priorities and connect them to solutions.

Benefits

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