Relationship Banker - Kansas City West Market Admin

Bank of America•Kansas City, MO

4d•Onsite

About The Position

At Bank of America, the Relationship Banker engages clients in the financial center lobby, educating and assisting them with transactions through self-service resources such as mobile banking, online banking, and ATMs. The role also accurately and efficiently processes cash transactions as needed. Relationship Bankers have in-depth conversations with clients to understand their financial and life priorities and connect them with solutions that support their financial goals. The position contributes to the bank’s risk culture and operational excellence, builds client relationships, manages financial center traffic and appointments, and partners with experts in small business, lending, and investments. Bank of America describes its workplace as inclusive and supportive of teammates’ physical, emotional, and financial wellness. The company maintains an in-office culture, with role- and business-dependent flexibility. This role is a first-shift position for 40 hours per week and may require weekend or extended hours, including scheduling at a nearby financial center.

Requirements

High school diploma, GED, secondary school credential, or equivalent.
Strong work ethic, motivation, self-starting approach, and focus on results and clients’ best interests.
Ability to collaborate effectively and build and nurture strong relationships.
Commitment and drive to improve 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 self-service banking technologies, including ATMs, online banking, and mobile banking.
Strong critical-thinking and problem-solving skills.
Ability to follow established processes and guidelines and comply with applicable laws and regulations.
Effective time and capacity management.
Ability to work weekends and/or extended hours, potentially at any financial center within a reasonable distance.

Nice To Haves

Experience in financial services and knowledge of the 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 business management, business administration, or finance.

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 as needed.
Have in-depth conversations with clients to understand their financial and life priorities and connect them with suitable solutions.
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 and comply with applicable laws and regulations.
Partner with experts in small business, lending, and investments to grow business knowledge and the professional network.
Manage financial center traffic, appointments, and outbound calls effectively.
Drive the client experience.
Manage cash responsibilities.