About The Position

At Bank of America, Relationship Bankers help make financial lives better through the power of every connection. The role is part of an inclusive, in-office culture that supports collaboration, engagement, and career development, with flexibility based on role responsibilities and business needs. The Relationship Banker engages clients in the financial center lobby, educating and assisting them with transactions through self-service resources such as mobile banking, online banking, and ATMs. The role processes cash transactions accurately and efficiently when needed and holds in-depth conversations to understand clients’ financial and life priorities, connecting them with solutions that support their financial goals. The position also builds client relationships, manages financial center traffic and appointments, and partners with specialists in small business, lending, and investments.

Requirements

  • High school diploma, GED, secondary school, or equivalent.
  • Be an 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 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.
  • Ability to learn and adapt to new information and technology platforms.
  • Ability to educate clients on simple banking transactions using self-service technologies such as ATMs, online banking, and mobile banking.
  • Strong 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.
  • Be able to work weekends and/or extended hours, potentially at any financial center location within a reasonable distance.
  • Adaptability, business acumen, customer and client focus, oral communications, problem solving, account management, client experience branding, client management, client solutions advisory, relationship building, business development, pipeline management, prospecting, referral identification, and referral management.

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, and comply 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.
  • Educate and assist clients with transactions through self-service resources, including mobile banking, online banking, and ATMs.
  • Engage clients in conversations to understand their financial and life priorities and connect them with appropriate solutions.

Benefits

  • Affordable, competitive, and flexible benefits.
  • Support for teammates’ physical, emotional, and financial wellness.
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