Relationship Banker - Kansas City West Market Admin

Bank of America•Kansas City, KS

2d•Onsite

About The Position

At Bank of America, the Relationship Banker engages clients in the financial center lobby, educates and assists them with transactions using self-service resources such as mobile banking, online banking, and ATMs, and processes cash transactions accurately and efficiently as needed. The role includes having in-depth conversations to understand clients’ financial and life priorities and connecting them with solutions that support their goals. The Relationship Banker drives the client experience, builds relationships, manages financial center traffic, appointments, and outbound calls, and collaborates with experts in small business, lending, and investments. The role also manages cash responsibilities and follows established processes and applicable laws and regulations while supporting the bank’s risk culture and operational excellence. The position is 1st shift and scheduled for 40 hours per week. Weekend and/or extended hours may be required, and scheduling may include any financial center location within a reasonable distance.

Requirements

High School Diploma, GED, secondary school qualification, or equivalent.
Be an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the client’s best interest.
Collaborate effectively and build and nurture strong relationships.
Demonstrate 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.
Be able to learn and adapt to new information and technology platforms.
Confidently educate clients on conducting simple banking transactions using 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 and applicable laws and regulations.
Efficiently manage time and capacity.
Focus on results while acting in the client’s best interest.
Be able to work weekends and/or extended hours, potentially at any financial center location within a reasonable distance.

Nice To Haves

Experience in financial services and knowledge of 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 a business-relevant associate 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

Engage clients in the lobby to educate and assist them with transactions through self-service resources, including mobile banking, online banking, and ATMs.
Accurately and efficiently process cash transactions for clients as needed.
Have in-depth conversations with clients to understand their financial and life priorities and connect them to solutions that meet their goals.
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 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.