Relationship Banker

Bank of America•Omaha, NE

10d•Onsite

About The Position

At Bank of America, the Relationship Banker helps make clients’ financial lives better by engaging them in the financial center, understanding their financial and life priorities, and connecting them with solutions that meet their goals. The role includes educating and assisting clients with transactions through self-service resources such as mobile banking, online banking, and ATMs, and accurately and efficiently processing cash transactions as needed. This position is open across the market, and the specific financial center assignment will be based on business needs. The employee will train at one financial center and may then move to another location within a reasonable commuting distance of home, as permitted by applicable law. Bank of America supports an in-office culture focused on collaboration, engagement, and career development, with flexibility based on role responsibilities and business needs.

Requirements

Be an enthusiastic, highly motivated self-starter with a strong work ethic and a 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 feel comfortable engaging with all clients.
Learn and adapt to new information and technology platforms.
Educate clients on conducting basic banking transactions through ATMs, online banking, and mobile banking.
Apply critical thinking and problem-solving skills to meet client needs.
Follow established processes and guidelines and comply with applicable laws and regulations.
Manage time and capacity efficiently.
Focus on results while acting in the client’s best interest.
Be able 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 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, 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.
Effectively manage financial center traffic, appointments, and outbound calls.
Drive the client experience.
Manage cash responsibilities.
Engage clients in the lobby and educate and assist them with self-service banking resources.
Have in-depth conversations with clients to understand their financial and life priorities and connect them with suitable solutions.