Relationship Banker - Colorado South Market

Bank of America•Colorado Springs, CO
•Onsite

About The Position

At Bank of America, the Relationship Banker helps make clients’ financial lives better by engaging with them in the financial center, learning about their financial and life priorities, and connecting them with solutions that support their goals. The role educates and assists clients with conducting transactions through self-service resources such as mobile banking, online banking, and ATMs, and accurately processes cash transactions when needed. This position is open across the Colorado South Market. The specific financial center assignment is based on business needs. A new hire trains at one financial center and may subsequently move to another location within a reasonable commuting distance of home, as permitted by applicable law. The role is subject to Bank of America’s in-office culture and requires 40 hours per week. Weekend and/or extended hours may be required, and scheduling may be at any financial center within a reasonable distance.

Requirements

  • High school diploma, GED, secondary school education, or equivalent.
  • Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
  • 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.
  • Ability to follow established processes and guidelines, comply with applicable laws and regulations, and act in clients’ and the bank’s best interests.
  • Ability to manage time and capacity efficiently and focus on results.
  • Must be able 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.
  • Skills in 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

  • 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 in daily activities, acting in clients’ and the bank’s best interests and complying with applicable laws and regulations.
  • Grow business knowledge and 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 and assist them with self-service banking resources, and process cash transactions accurately and efficiently as needed.
  • Have in-depth conversations with clients to understand their financial and life priorities and connect them with solutions that meet their goals.

Benefits

  • Benefits eligible.
  • Paid time off.
  • Resources and support for employees.
  • Affordable, competitive, and flexible benefits supporting physical, emotional, and financial wellness.
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