Relationship Banker - Charleston Market, North Charleston, SC Area

Bank of America•North Charleston, SC
•Onsite

About The Position

At Bank of America, the Relationship Banker helps make financial lives better through client connections and supports the company’s Responsible Growth priorities. The role engages clients in the lobby, educating and assisting them with transactions using self-service resources such as mobile banking, online banking, and ATMs. It accurately and efficiently processes cash transactions when needed. The Relationship Banker has in-depth conversations with clients to understand their financial and life priorities and connects them with solutions that support their goals. The role builds client relationships, manages financial center traffic, appointments, and outbound calls, and partners with specialists in small business, lending, and investments. It also manages cash responsibilities, follows established processes and applicable laws and regulations, and contributes to a positive client experience and operational excellence. This is a first-shift position requiring 40 hours per week. The employee must be able to work weekends and/or extended hours and may be scheduled at any financial center location within a reasonable distance. Bank of America describes an in-office culture with expectations based on role responsibilities and business needs.

Requirements

  • High school diploma, GED, secondary school education, or equivalent.
  • 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.
  • Display 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 all clients.
  • Be able to learn and adapt to new information and technology platforms.
  • Confidently educate clients on conducting simple banking transactions through self-service technologies such as 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, including possible scheduling 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.

Responsibilities

  • Engage clients in the lobby and educate and assist them with transactions using self-service resources, including 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 to solutions that meet their 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.

Benefits

  • Affordable, competitive, and flexible benefits supporting teammates’ physical, emotional, and financial wellness.
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