Relationship Banker - Chandler Tempe Market

Bank of America•Tempe, AZ

6d•Onsite

About The Position

At Bank of America, the Relationship Banker helps make financial lives better through client connections and supports Responsible Growth. The role 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 accurately processes cash transactions as needed. Through in-depth conversations, the banker learns about clients’ financial and life priorities and connects them with solutions that meet their goals. The position contributes to a positive client experience and operational excellence while following established processes, applicable laws, and regulations. It also involves collaborating with specialists in small business, lending, and investments, and managing financial-center traffic, appointments, and outbound calls. The role is in-office, is scheduled for 40 hours per week on first shift, and may require weekend or extended hours and assignment to a nearby financial center. Designated travel is 5%.

Requirements

Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results, acting in the client’s best interest.
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, confident communication and comfort engaging with all clients.
Ability to learn and adapt to new information and technology platforms.
Confidence educating clients on simple 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 and focus on results while acting in clients’ best interests.
Ability to work weekends and/or extended hours; scheduling may include any financial-center location within a reasonable distance.

Nice To Haves

Experience in financial services and knowledge of financial-services 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

Engage clients in the lobby and educate and assist them with transactions using self-service resources such as mobile banking, online banking, and ATMs.
Accurately and efficiently process cash transactions for clients as needed.
Build relationships and have in-depth conversations to understand clients’ financial and life priorities and connect them to solutions that meet their goals.
Execute the bank’s risk culture and strive for operational excellence.
Follow established processes and guidelines and comply with applicable laws and regulations.
Partner with experts in small business, lending, and investments to grow business knowledge and networks.
Manage financial-center traffic, appointments, and outbound calls effectively.
Drive the client experience.
Manage cash responsibilities.