Relationship Banker - Wilmington Market

Bank of America•Exton, PA

2d•Onsite

About The Position

At Bank of America, Relationship Bankers help make financial lives better by building connections with clients and supporting their financial goals. This role engages clients in the financial center lobby, educates them about self-service resources such as mobile banking, online banking, and ATMs, and assists with transactions. It also processes cash transactions accurately and efficiently when needed. Through in-depth conversations, the Relationship Banker learns about clients’ financial and life priorities and connects them with suitable solutions. The position is based in a first-shift schedule for 40 hours per week. Weekend and/or extended hours may be required, and the employee may be scheduled at any financial center within a reasonable distance. Bank of America describes an in-office culture intended to support collaboration, engagement, and career development, with flexibility based on role responsibilities and business needs.

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 best interest of the client.
Collaborates effectively and builds and nurtures strong relationships.
Demonstrates passion, commitment, and drive to improve 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 using self-service technologies such as ATMs, online banking, and mobile banking.
Strong critical-thinking and problem-solving skills to meet clients’ needs.
Follows established processes and guidelines, acts in the best interests of clients and the bank, and complies with applicable laws and regulations.
Efficient time and capacity management.
Focuses on results while acting in the best interest of the client.
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 in business management, business administration, or finance.

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, acting in the best interests of clients and the bank and complying with 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, educate them about self-service resources, and help them conduct transactions.
Hold in-depth conversations to understand clients’ financial and life priorities and connect them to solutions that support their goals.