Relationship Banker - Dalton Financial Center

Bank of America•Dalton, GA

6d•Onsite

About The Position

The Relationship Banker engages clients in the financial center lobby, educates them, and helps them conduct transactions using self-service resources such as mobile banking, online banking, and ATMs. The role accurately and efficiently processes cash transactions when needed and has in-depth conversations with clients to understand their financial and life priorities and connect them with solutions that support their goals. The banker manages financial-center traffic, appointments, and outbound calls, builds client relationships, and partners with specialists in small business, lending, and investments. The position follows established processes and applicable laws and regulations, supports the bank’s risk culture and operational excellence, and delivers a strong client experience. The role is based in an in-office financial-center environment and requires the ability to work weekends and/or extended hours, potentially at another financial-center location within a reasonable distance.

Requirements

High school diploma, GED, secondary school education, 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 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 conducting simple banking transactions through self-service technologies such as 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.
Ability to manage time and capacity efficiently.
Ability to focus on results while acting in clients’ best interests.
Ability 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 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

Engage clients in the lobby and educate and assist them with transactions through self-service resources such as 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 with 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.
Partner with experts in small business, lending, and investments to grow business knowledge and network.
Effectively manage financial-center traffic, appointments, and outbound calls.
Drive the client experience.
Manage cash responsibilities.