Relationship Banker - Wesley Chapel Financial Center

Bank of America•Wesley Chapel, NC

7d•Onsite

About The Position

At Bank of America, the Relationship Banker engages clients in the financial center lobby, educates them about and assists with self-service resources such as mobile banking, online banking, and ATMs, and processes cash transactions accurately and efficiently as needed. The role involves having in-depth conversations to understand clients’ financial and life priorities and connecting them with solutions that meet their financial goals. The banker works to deliver a strong client experience, manage financial center traffic and appointments, and build relationships while following established processes, applicable laws, and regulations. Bank of America describes its workplace as inclusive and centered on Responsible Growth, collaboration, engagement, and career development. The company states that it supports teammates’ physical, emotional, and financial wellness through affordable, competitive, and flexible benefits. The role is in-office and may require working at a nearby financial center based on scheduling and business needs.

Requirements

Be an enthusiastic, highly motivated self-starter with a strong work ethic and focus on results, acting in the client’s best interest.
Collaborate effectively and build and nurture strong relationships.
Demonstrate passion, commitment, and drive to improve clients’ financial lives.
Confidently identify solutions for new and existing clients based on their needs.
Communicate effectively and confidently and be comfortable engaging with all clients.
Be able to learn and adapt to new information and technology platforms.
Educate clients on conducting simple banking transactions through self-service technologies such as ATMs, online banking, and mobile banking.
Apply critical-thinking and problem-solving skills to meet client needs.
Follow established processes and guidelines and applicable laws and regulations.
Manage time and capacity efficiently.
Focus on results while acting in the client’s best interest.
Work weekends and/or extended hours, potentially at any financial center location within a reasonable distance.
Have a high school diploma, GED, secondary school qualification, or equivalent.

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 a business-relevant associate 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, acting in the best interests of clients and the bank and adhering to applicable laws and regulations.
Grow 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.
Engage clients in the lobby and educate and assist them with self-service banking resources.
Have conversations to understand clients’ financial and life priorities and connect them to solutions that support their financial goals.