Relationship Banker - Research Triangle Page Road Financial Center

Bank of America•Durham, NC

3d•Onsite

About The Position

At Bank of America, Relationship Bankers engage clients in the lobby, educate and assist them with conducting transactions through self-service resources such as mobile banking, online banking, and ATMs, and accurately process cash transactions as needed. They have in-depth conversations with clients to understand their financial and life priorities and connect them with solutions that support their financial goals. The role supports the bank’s Responsible Growth and risk culture while delivering a strong client experience and operational excellence.

Requirements

High School Diploma, GED, secondary school qualification, or equivalent.
Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
Ability to collaborate effectively, get things done, and build and nurture strong relationships.
Passion, commitment, and drive to deliver an experience that improves 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 through self-service technologies, including ATMs, online banking, and mobile banking.
Strong critical-thinking and problem-solving skills to meet clients’ needs.
Ability to follow established processes and guidelines and comply with applicable laws and regulations.
Efficient time and capacity management.
Focus on results while acting in the best interest of the client.
Ability to 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’s degree, such as business management, business administration, or finance.
Skills: 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.
Grow business knowledge and 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.
Educate and assist clients with transactions through self-service resources such as ATMs, online banking, and mobile banking.
Have in-depth conversations with clients to understand their financial and life priorities and connect them with appropriate solutions.