Relationship Banker

Bank of America•Middletown, CT

8d•Onsite

About The Position

At Bank of America, Relationship Bankers help make financial lives better through the power of every connection, delivering for clients, teammates, communities, and shareholders. The company emphasizes an inclusive, caring workplace, teammate development and wellness, and an in-office culture supporting collaboration, engagement, and career development. This role engages clients in the financial center lobby, educating and assisting them with transactions through self-service resources such as mobile banking, online banking, and ATMs. The banker processes cash transactions accurately and efficiently as needed, has in-depth conversations to understand clients’ financial and life priorities, and connects them with solutions aligned to their financial goals. The role also manages financial center traffic, appointments, outbound calls, cash responsibilities, and client experience while following established processes and the bank’s risk and compliance requirements. The position is listed as first shift and 40 hours per week; weekend and/or extended-hours work may be required, including scheduling at a nearby financial center.

Requirements

High school diploma, GED, secondary school, or equivalent.
Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results, acting in the client’s best interest.
Ability to collaborate effectively and build and nurture strong relationships.
Passion, commitment, and drive to improve clients’ financial lives.
Confidence identifying solutions for new and existing clients based on their needs.
Effective, confident communication and comfort engaging with all clients.
Ability to learn and adapt to new information and technology platforms.
Confidence educating clients on simple transactions using self-service technologies such as ATMs, online banking, and mobile banking.
Strong critical-thinking and problem-solving skills.
Ability to follow established processes and guidelines and comply with applicable laws and regulations.
Ability to manage time and capacity efficiently.
Ability 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’s degree, such as business management, business administration, or finance.
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, acting in clients’ and the bank’s best interests and complying with 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.
Engage clients in the lobby and educate and assist them with transactions using self-service resources, including ATMs, online banking, and mobile banking.
Have conversations with clients to understand their financial and life priorities and connect them to suitable solutions.
Process client cash transactions accurately and efficiently as needed.