Relationship Banker - Triad Market

Bank of America•Thomasville, NC

3d•Onsite

About The Position

At Bank of America, the Relationship Banker supports the bank’s purpose of helping make financial lives better through client connections and Responsible Growth. The role is based in an in-office culture that emphasizes collaboration, engagement, and career development, with flexibility depending on role responsibilities and business needs. The Relationship Banker engages clients in the financial center lobby, educates them on and assists with transactions using self-service resources such as mobile banking, online banking, and ATMs, and accurately processes cash transactions as needed. The role includes in-depth conversations to understand clients’ financial and life priorities and connect them with solutions aligned with their goals. The position also supports a positive client experience, financial center operations, and the bank’s risk culture and operational excellence.

Requirements

Be an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
Collaborate effectively to get things done and build and nurture strong relationships.
Display passion, commitment, and drive to deliver an experience that improves clients’ financial lives.
Confidently identify solutions for new and existing clients based on their needs.
Communicate effectively and confidently and be comfortable engaging all clients.
Be able to learn and adapt to new information and technology platforms.
Confidently educate clients on simple banking transactions through self-service technologies such as ATMs, online banking, and mobile banking.
Apply strong critical-thinking and problem-solving skills to meet clients’ needs.
Follow established processes and guidelines, doing what is right for clients and the bank and adhering to applicable laws and regulations.
Efficiently manage time and capacity.
Focus on results while acting in the best interest of the client.
Be able to work weekends and/or extended hours, potentially at any financial center location within a reasonable distance.
High school diploma, GED, secondary school education, or equivalent.

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.
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 in daily activities, doing what is right for clients and the bank 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.
Engage clients in the lobby and educate and assist them with transactions through self-service resources.
Accurately and efficiently process cash transactions for clients as needed.
Have conversations with clients to understand their financial and life priorities and connect them with solutions that meet their financial goals.