About The Position

At Bank of America, Relationship Bankers engage clients in the lobby, educate and assist them with transactions through self-service resources such as mobile banking, online banking, and ATMs, and accurately process cash transactions when needed. They have in-depth conversations to understand clients’ financial and life priorities and connect them with solutions that support their financial goals. The role also involves managing financial center traffic, appointments, and outbound calls, and partnering with specialists in small business, lending, and investments. The position is based at financial centers in New Jersey and requires the ability to work weekends and/or extended hours and travel to nearby financial center locations.

Requirements

  • High school diploma, GED, secondary school, or equivalent.
  • Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results and client interests.
  • Ability to collaborate effectively and build and nurture strong relationships.
  • Passion, commitment, and drive to improve 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.
  • Ability to educate clients on simple transactions using self-service technologies such as 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.
  • Ability to manage time and capacity efficiently.
  • Ability to focus on results while acting in the best interests of clients.
  • Must be able to work weekends and/or extended hours and travel to 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

  • 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, acting in the best interests of clients and the bank and complying with applicable laws and regulations.
  • Build business knowledge and a professional network by partnering with experts in small business, lending, and investments.
  • Manage financial center traffic, appointments, and outbound calls effectively.
  • Drive the client experience.
  • Manage cash responsibilities.
  • Engage clients in the lobby, educate them about self-service banking options, and assist with transactions.
  • Have conversations with clients to understand their financial and life priorities and connect them with appropriate solutions.

Benefits

  • Benefits eligibility.
  • Access to paid time off.
  • Resources and support for employees.
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