Relationship Banker - Chandler Tempe Market

Bank of America•Tempe, AZ

7d•Onsite

About The Position

At Bank of America, Relationship Bankers help improve clients’ financial lives by engaging with them in the lobby, educating and assisting them with transactions using self-service resources such as mobile banking, online banking, and ATMs, and accurately processing cash transactions when needed. The role involves having in-depth conversations to understand clients’ financial and life priorities and connecting them with solutions that support their goals. The position also contributes to the bank’s risk culture and operational excellence, builds client relationships, manages financial center activity, and partners with specialists in small business, lending, and investments. This is an in-office role. The banker must be available to work weekends and/or extended hours and may be scheduled at any financial center location within a reasonable distance. The posting indicates 5% travel and a 40-hour workweek on the first shift.

Requirements

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.
Demonstrate 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 all clients.
Learn and adapt to new information and technology platforms.
Educate clients on conducting simple banking transactions through self-service technologies, including ATMs, online banking, and mobile banking.
Apply critical thinking and problem-solving skills to meet clients’ needs.
Follow established processes and guidelines and applicable laws and regulations.
Manage time and capacity efficiently.
Focus on results while acting in the client’s best interest.
Be available to work weekends and/or extended hours, potentially 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 through self-service resources such as 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.
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 and manage cash responsibilities.