Relationship Banker

Bank of America • Puyallup, WA

7d • Onsite

About The Position

At Bank of America, the Relationship Banker engages clients in the lobby, educates and assists them with conducting transactions through self-service resources such as mobile banking, online banking, and ATMs, and accurately processes cash transactions 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 Relationship Banker supports the bank’s risk culture and operational excellence, builds client relationships, and follows established processes and applicable laws and regulations. The role also partners with experts in small business, lending, and investments; manages financial center traffic, appointments, and outbound calls; drives the client experience; and handles cash responsibilities.

This is an in-office financial-center role. The employee must be able to work weekends and/or extended hours, and may be scheduled at any financial center within a reasonable distance. The position is a 40-hour-per-week, first-shift role. The stated pay range is $25.00–$26.77 per hour; offers are based on experience, education, and skill set. The role is compensated with a base salary and is not incentive eligible. It is currently benefits eligible.

Requirements

• Be an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the client’s best interest.
• Collaborate effectively and build and nurture strong relationships.
• Display passion, commitment, and drive to deliver an experience that improves clients’ financial lives.
• Confidently identify solutions for new and existing clients based on their needs.
• Communicate effectively and confidently and be comfortable engaging all clients.
• Have the ability to learn and adapt to new information and technology platforms.
• Confidently educate clients on conducting simple banking transactions through self-service technologies such as ATMs, online banking, and mobile banking.
• Apply strong critical-thinking and problem-solving skills to meet clients’ needs.
• Follow established processes and guidelines, adhere to applicable laws and regulations, and act in the best interests of clients and the bank.
• Efficiently manage time and capacity and 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.
• Have a High School Diploma, GED, secondary school qualification, or equivalent.

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’s 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, including mobile banking, online banking, and ATMs.
• Accurately and efficiently process cash transactions for clients as needed.
• Have in-depth conversations with clients to understand their financial and life priorities and connect them to 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 adhering to applicable laws and regulations.
• Grow business knowledge and network by partnering with experts in small business, lending, and investments.
• Manage financial center traffic, appointments, and outbound calls effectively.
• Drive the client experience and manage cash responsibilities.

Benefits

• Benefits eligibility.
• Paid time off.
• Resources and support for employees.
• Affordable, competitive, and flexible benefits supporting physical, emotional, and financial wellness.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED