Relationship Banker - PA Central Market
About The Position
The Relationship Banker engages clients in the financial center lobby, educating and assisting them with transactions using self-service resources such as mobile banking, online banking, and ATMs. The role processes cash transactions accurately and efficiently as needed and holds in-depth conversations with clients to understand their financial and life priorities and connect them with solutions that support their financial goals. The position also supports the bank’s risk culture and operational excellence, builds client relationships, manages financial center traffic and cash responsibilities, and partners with specialists in small business, lending, and investments. The role is based in Bank of America’s in-office culture, with responsibilities that may require working at a nearby financial center.
Requirements
- High school diploma, GED, secondary school, 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.
- Demonstrate passion, commitment, and drive to improve clients’ financial lives.
- Identify solutions for new and existing clients based on their needs.
- Communicate effectively and confidently and feel comfortable engaging all clients.
- Learn and adapt to new information and technology platforms.
- 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, applicable laws, and regulations.
- Manage time and capacity efficiently.
- Focus on results while acting in the best interest of the client.
- Be able to work weekends and/or extended hours, potentially 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, applicable laws, and regulations.
- Partner with experts in small business, lending, and investments to grow business knowledge and networks.
- Manage financial center traffic, appointments, and outbound calls effectively.
- Drive the client experience.
- Manage cash responsibilities.
- Educate and assist clients with transactions through self-service resources, including ATMs, online banking, and mobile banking.
Benefits
- Affordable, competitive, and flexible benefits supporting teammates’ physical, emotional, and financial wellness.
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
