Relationship Banker - Charlotte Central Market

Bank of America•Charlotte, NC

4d•Onsite

About The Position

At Bank of America, Relationship Bankers help make financial lives better through client connections and Responsible Growth. The role involves engaging clients in the financial center lobby, educating and assisting them with transactions through self-service resources such as mobile banking, online banking, and ATMs, and accurately processing cash transactions as needed. Relationship Bankers have in-depth conversations to understand clients’ financial and life priorities, then connect them with solutions that support their goals. The position also manages financial center traffic, appointments, and outbound calls, and partners with experts in small business, lending, and investments. Bank of America emphasizes an inclusive, caring workplace and an in-office culture that supports collaboration, engagement, and career development. Role-specific flexibility is provided based on responsibilities and business needs.

Requirements

High school diploma, GED, secondary school education, or equivalent.
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 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.
Ability to follow established processes and guidelines, comply with applicable laws and regulations, and act in the best interests of clients and the bank.
Ability to manage time and capacity efficiently and focus on results while acting in the client’s best interest.
Ability to work weekends and/or extended hours, potentially at any financial center location within a reasonable distance.
Skills include 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.

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 business-relevant associate’s degree, such as in business management, business administration, or finance.

Responsibilities

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