Relationship Banker - Maryland West Market

Bank of America•Germantown, MD
•Onsite

About The Position

At Bank of America, the Relationship Banker helps make financial lives better by engaging clients and connecting them with solutions that meet their financial goals. The role supports an inclusive, caring workplace and is part of the bank’s in-office culture, which emphasizes collaboration, engagement, and career development. The position engages clients in the financial center lobby, educates them about self-service resources such as mobile and online banking and ATMs, and assists with transactions. It processes cash transactions accurately and efficiently as needed, learns clients’ financial and life priorities through in-depth conversations, and connects them with appropriate banking solutions. The role also supports operational excellence, risk management, and a positive client experience.

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.
  • Collaborate effectively and build and nurture strong relationships.
  • Show 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 feel comfortable engaging with all clients.
  • Ability to learn and adapt to new information and technology platforms.
  • Confidence educating clients on simple transactions through self-service technologies, such as ATMs, online banking, and mobile banking.
  • Strong critical-thinking and problem-solving skills to meet clients’ needs.
  • Follow established processes, guidelines, and applicable laws and regulations.
  • Manage time and capacity efficiently and focus on results while acting in the client’s best interest.
  • Able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance.

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 using self-service resources, including mobile banking, online banking, and ATMs.
  • Accurately and efficiently process cash transactions for clients as needed.
  • Build relationships with clients and learn their financial and life priorities to connect them with solutions that meet their needs.
  • Execute the bank’s risk culture and strive for operational excellence.
  • Follow established processes and guidelines and 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 and manage cash responsibilities.

Benefits

  • Paid time off.
  • Affordable, competitive, and flexible benefits.
  • Resources and support for employee physical, emotional, and financial wellness.
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