Relationship Banker

Bank of America•Odessa, TX

18d•Onsite

About The Position

At Bank of America, Relationship Bankers help make clients’ financial lives better by building relationships and connecting them with solutions that meet their financial goals. The role engages clients in the 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. Bankers have in-depth conversations with clients to understand their financial and life priorities. The position is open across the entire market; the specific Financial Center location is based on business needs. A new hire trains at one financial center and may then move to another location within a reasonable commuting distance of home, as permitted by law. Bank of America describes its culture as inclusive and supportive of teammate wellness, learning, growth, and career development. The company maintains an in-office culture, with role-specific flexibility based on responsibilities and business needs.

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.
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 all clients.
Learn and adapt to new information and technology platforms.
Confidently educate clients on conducting simple banking transactions through self-service technologies, including ATMs, online banking, and mobile banking.
Apply 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, potentially at any financial center location within a reasonable distance.

Nice To Haves

Experience in financial services and knowledge of 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 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 and assist them with transactions using self-service resources.
Have in-depth conversations with clients to understand their financial and life priorities and connect them with appropriate solutions.