Relationship Banker

Bank of America•Overland Park, KS
•Onsite

About The Position

At Bank of America, Relationship Bankers help clients make informed financial decisions and support the bank’s goal of delivering responsible growth. This position engages clients in the financial center lobby, educates and assists them with transactions through self-service resources such as mobile banking, online banking, and ATMs, and processes cash transactions as needed. Bankers have in-depth conversations to understand clients’ financial and life priorities and connect them with solutions that support their financial goals. The position is open across the market. The specific Financial Center location is determined by business needs. New hires train at one financial center and may subsequently move to another location within a reasonable commuting distance of home, as permitted by applicable law. Bank of America describes its workplace as having an in-office culture, with expectations and flexibility based on role responsibilities and business needs.

Requirements

  • Strong work ethic and a results-focused approach, acting in the client’s best interest.
  • Ability to collaborate effectively and build and nurture strong relationships.
  • 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.
  • Ability to educate clients on 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.
  • Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center 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.

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.
  • 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 and educate and assist them with transactions using self-service resources, including mobile banking, online banking, and ATMs.
  • Conduct in-depth conversations to understand clients’ financial and life priorities and connect them with relevant solutions.

Benefits

  • Affordable, competitive, and flexible benefits supporting teammates’ physical, emotional, and financial wellness.
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