Relationship Banker - Lexington Kentucky area

Bank of America•Lexington, KY
•Onsite

About The Position

At Bank of America, the Relationship Banker helps make clients’ financial lives better by delivering a strong client experience and supporting responsible growth. The role is based in a financial center and involves engaging clients in the lobby, educating and assisting them with transactions through self-service resources such as mobile and online banking or ATMs, and accurately processing cash transactions when needed. Relationship Bankers have in-depth conversations to understand clients’ financial and life priorities and connect them with solutions that support their goals. The position also involves managing financial-center traffic, appointments, and outbound calls, and partnering with specialists in small business, lending, and investments. The schedule is 40 hours per week on first shift. Weekend and/or extended-hour work may be required, and the employee may be scheduled at any financial center within a reasonable distance.

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 deliver an experience that improves 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 conducting simple banking transactions using self-service technologies, including ATMs, online banking, and mobile banking.
  • Strong critical-thinking and problem-solving skills to meet clients’ needs.
  • Ability to follow established processes and guidelines, adhere to 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.
  • Ability to work a 40-hour week.

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 degree, such as business management, business administration, or finance.

Responsibilities

  • Engage clients in the lobby and educate and assist them with transactions through self-service resources such as mobile banking, online banking, and ATMs.
  • Accurately and efficiently process cash transactions for clients as needed.
  • Conduct conversations to understand clients’ 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 client relationships to meet financial needs.
  • Follow established processes and guidelines, doing what is right for clients and the bank and adhering to applicable laws and regulations.
  • Partner with experts in small business, lending, and investments to grow business knowledge and networks.
  • Manage financial-center traffic, appointments, and outbound calls effectively.
  • Drive the client experience.
  • Manage cash responsibilities.

Benefits

  • Affordable, competitive, and flexible benefits.
  • Support for teammates’ physical, emotional, and financial wellness.
  • Opportunities to learn, grow, and build a career.
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