Relationship Banker - Frederick West Financial Center

Bank of America • Frederick, MD

5d • Onsite

About The Position

At Bank of America, the Relationship Banker helps make financial lives better by engaging clients and connecting them with solutions that meet their financial goals. The role supports the bank’s Responsible Growth objectives and contributes to an inclusive, collaborative in-office culture.

The position engages clients in the financial center lobby, educates and assists them with transactions through self-service resources such as mobile and online banking or ATMs, and accurately processes cash transactions as needed. It also involves conversations to understand clients’ financial and life priorities and connect them to appropriate solutions.

Requirements

• High School Diploma, GED, secondary school education, or equivalent.
• Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results, acting in the client’s best interest.
• Collaborates effectively and builds and nurtures strong relationships.
• Passion, commitment, and drive to deliver an experience that improves clients’ financial lives.
• Confidence identifying solutions for new and existing clients based on their needs.
• Effective and confident communication skills and comfort engaging all clients.
• Ability to learn and adapt to new information and technology platforms.
• Confidence educating clients on simple banking transactions using self-service technologies such as ATMs, online banking, and mobile banking.
• Strong critical-thinking and problem-solving skills to meet clients’ needs.
• Ability to follow established processes and guidelines and comply with applicable laws and regulations.
• Efficient time and capacity management.
• Ability 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 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 such as mobile banking, online banking, and ATMs.
• Accurately and efficiently process cash transactions as needed.
• Build relationships with clients to understand and meet their financial needs.
• Execute the bank’s risk culture and strive for operational excellence.
• Follow established processes and guidelines, and comply with applicable laws and regulations.
• Partner with small business, lending, and investment experts to grow business knowledge and networks.
• Manage financial center traffic, appointments, and outbound calls effectively.
• Drive the client experience.
• Manage cash responsibilities.

Benefits

• Industry-leading benefits; the role is currently benefits eligible.
• Access to paid time off.
• Resources and support for employees’ physical, emotional, and financial wellness.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED