Relationship Banker - Eastern Shores Market (Evergreen)

Bank of America•Annapolis, MD
•Onsite

About The Position

At Bank of America, Relationship Bankers support the company’s purpose of helping make financial lives better by serving clients, teammates, communities, and shareholders. The company promotes an inclusive, caring workplace, supports teammate wellness with competitive and flexible benefits, and emphasizes an in-office culture for collaboration, engagement, and career development. This role engages clients in the financial center lobby, educates them about and helps them use self-service banking resources, and accurately processes cash transactions as needed. Relationship Bankers have in-depth conversations to understand clients’ financial and life priorities and connect them with solutions that support their goals. The role is based at financial centers in the Eastern Shores Market in Maryland, with a 1st shift schedule of 40 hours per week. Weekend and/or extended hours may be required, and scheduling may include another financial center within a reasonable distance. Pay is $25.00–$26.77 per hour, determined based on experience, education, and skill set; the role has base pay and is not incentive eligible. It is benefits eligible.

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.
  • Collaborate effectively, building and nurturing 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.
  • Ability to learn and adapt to new information and technology platforms.
  • Confidently educate clients on simple banking transactions using self-service technologies such as 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.
  • Able 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 financial services 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 in business management, business administration, or finance.
  • Skills in adaptability, business acumen, customer and client focus, oral communications, problem solving, account management, client experience, branding, client management, client solutions advisory, relationship building, business development, pipeline management, prospecting, referral identification, and referral management.

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, doing what is right for clients and the bank 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.
  • Conduct in-depth conversations to understand clients’ financial and life priorities and connect them with solutions that support their financial goals.

Benefits

  • Benefits eligible.
  • Access to paid time off.
  • Competitive and flexible benefits and resources and support for employee wellness.
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