Relationship Banker - Chandler Tempe Market

Bank of America•Chandler, AZ

12d•Onsite

About The Position

At Bank of America, the Relationship Banker supports the company’s purpose of helping make financial lives better through client connections and Responsible Growth. The role engages clients in the financial center lobby, educates and assists them with transactions using self-service resources such as mobile banking, online banking, and ATMs, and accurately processes cash transactions as needed. Through in-depth conversations, the banker learns about clients’ financial and life priorities and connects them with solutions that support their financial goals. The position also builds client relationships, manages financial center traffic, appointments, and outbound calls, and partners with specialists in small business, lending, and investments. It requires a commitment to the bank’s risk culture, operational excellence, established processes, and applicable laws and regulations. The role is in-office, requires a 1st shift schedule of 40 hours per week, and may involve weekend or extended hours and scheduling at a nearby financial center. The posting states designated travel at 5%.

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.
Show 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 with 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 strong 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, with possible scheduling at any financial center 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

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, including accurately and efficiently processing cash transactions as needed.
Engage clients in the lobby and educate and assist them with transactions through self-service resources such as mobile banking, online banking, and ATMs.
Conduct in-depth conversations to understand clients’ financial and life priorities and connect them to solutions that meet their financial goals.