Relationship Banker - Oakwood Financial Center

Bank of America•Oakwood, OH

1d•Onsite

About The Position

At Bank of America, Relationship Bankers help improve clients’ financial lives by engaging with them in the financial center lobby, educating and assisting them with transactions through self-service resources such as mobile banking, online banking, and ATMs, and accurately processing cash transactions when needed. They have in-depth conversations to understand clients’ financial and life priorities and connect them with solutions that support their financial goals. The role also involves managing financial center traffic, appointments, and outbound calls, and partnering with experts in small business, lending, and investments. Bank of America describes its culture as focused on responsible growth, inclusion, collaboration, career development, and teammate wellness. This position is an in-office role, with flexibility 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 a strong 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.
Confidently identify solutions for new and existing clients based on their needs.
Communicate effectively and confidently and feel comfortable engaging with all clients.
Learn and adapt to new information and technology platforms.
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, adhere to applicable laws and regulations, and act in the best interests of clients and the bank.
Manage time and capacity efficiently and focus on results while acting in the client's best interest.
Work weekends and/or extended hours, which may include being scheduled 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 a business-relevant associate degree, such as business management, business administration, or finance.
Skills in adaptability, business acumen, customer and client focus, oral communication, 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

Engage clients in the lobby and educate and assist them with transactions through self-service resources such as 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 financial 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, acting in the best interests of clients and the bank and adhering to 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 and manage cash responsibilities.