Relationship Banker - PA North Market

Bank of America•Langhorne, PA

4d•Onsite

About The Position

At Bank of America, the Relationship Banker engages clients in the lobby, educates them, and helps them conduct transactions using self-service resources such as mobile banking, online banking, and ATMs. The role also accurately and efficiently processes cash transactions as needed. Bankers have in-depth conversations to understand clients’ financial and life priorities and connect them with solutions that support their financial goals. The position is part of Bank of America’s Responsible Growth approach and its in-office culture, which supports collaboration, engagement, and career development. The company emphasizes an inclusive workplace, teammate development, and support for physical, emotional, and financial wellness through benefits.

Requirements

High school diploma, GED, secondary school, or equivalent.
Strong work ethic, motivation, self-starting approach, and focus on results in the client’s best interest.
Ability to collaborate effectively and build and nurture strong relationships.
Commitment and drive to improve clients’ financial lives.
Confidence identifying solutions for new and existing clients based on their needs.
Effective and confident communication, including comfort engaging with all clients.
Ability to learn and adapt to new information and technology platforms.
Ability to educate clients on simple transactions using 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.
Effective time and capacity management.
Ability to work weekends and/or extended hours, which may include assignments at any financial center location within a reasonable distance.

Nice To Haves

Experience in financial services and knowledge of financial services 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, and comply with 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.
Manage cash responsibilities.
Engage clients in the lobby and educate them on self-service banking resources.
Process client cash transactions accurately and efficiently as needed.
Understand clients’ financial and life priorities and connect them with appropriate solutions.