Relationship Banker

Bank of America•Tulsa, OK

10d•Onsite

About The Position

At Bank of America, the Relationship Banker supports the bank’s purpose of helping make financial lives better through client connections and Responsible Growth. The role is based in a financial center, with the specific location determined by business needs. The employee will train at one financial center and may later move to another location within a reasonable commuting distance of home, as permitted by law. The job is responsible for engaging clients in the lobby, educating and assisting them with transactions through self-service resources such as mobile banking, online banking, and ATMs, and accurately processing cash transactions when needed. Relationship Bankers have in-depth conversations with clients to understand their financial and life priorities and connect them with appropriate solutions. The position also involves managing financial-center traffic, appointments, outbound calls, cash responsibilities, and the client experience while following established processes and applicable laws and regulations. Bank of America describes an in-office culture focused on collaboration, engagement, and career development, with flexibility based on role responsibilities and business needs. The role is 40 hours per week and may require weekend or extended hours and work at another financial center within a reasonable distance.

Requirements

Enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results, acting in the client’s best interest.
Ability to collaborate effectively, get things done, 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 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.
Willingness to follow established processes and guidelines, act in the best interests of clients and the bank, and comply with applicable laws and regulations.
Ability to manage time and capacity efficiently.
Focus on results while acting in the client’s best interest.
Ability 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 a business-relevant associate degree, such as business management, business administration, or finance.
Skills: 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.

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 with solutions that meet their 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, acting in the best interests of 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.