Relationship Banker - Lansdale Financial Center

Bank of America•Lansdale, PA

4d•Onsite

About The Position

At Bank of America, Relationship Bankers help clients make progress toward their financial goals through meaningful connections and responsible growth. The role is based in an in-office financial center and includes engaging clients in the lobby, educating and assisting them with self-service banking resources, and accurately processing cash transactions when needed. Relationship Bankers have in-depth conversations to understand clients’ financial and life priorities and connect them with relevant solutions. The position also involves managing financial center traffic, appointments, and outbound calls; building relationships with clients; and partnering with experts in small business, lending, and investments. Employees follow established processes and applicable laws and regulations, support the bank’s risk culture and operational excellence, and contribute to a collaborative, inclusive workplace. The role is 40 hours per week on the first shift and requires weekend and/or extended-hour availability, including possible scheduling at another nearby financial center.

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 improve 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.
Be able to learn and adapt to new information and technology platforms.
Educate clients on conducting simple banking transactions through self-service technologies such as 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 able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance.
Minimum education: High School Diploma, GED, secondary school, or equivalent.

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.

Responsibilities

Engage clients in the lobby and educate and assist them with transactions using 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 with 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.
Grow business knowledge and networks 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.