Relationship Banker - Westchester Market

Bank of America•Yonkers, MD
•$25 - $27•Onsite

About The Position

At Bank of America, the Relationship Banker engages clients in the financial center lobby, educating and assisting them with transactions through self-service resources such as mobile banking, online banking, and ATMs. The role processes client cash transactions accurately and efficiently as needed, and holds in-depth conversations to understand clients’ financial and life priorities and connect them with solutions that support their financial goals. The position contributes to Bank of America’s Responsible Growth by delivering a strong client experience, following established processes and applicable laws and regulations, and executing the bank’s risk culture and operational standards. Relationship Bankers manage financial center traffic, appointments, outbound calls, and cash responsibilities, while building relationships and partnering with specialists in small business, lending, and investments. The role is based at the listed Yonkers financial center locations. Bank of America supports an in-office culture, and this role may require scheduling at any financial center location within a reasonable distance. The position is first shift and scheduled for 40 hours per week; weekend and/or extended-hour availability is required.

Requirements

  • High school diploma, GED, secondary school, or equivalent.
  • Strong work ethic, motivation, and focus on results, acting in the best interest of the client.
  • Ability to collaborate effectively and build and nurture strong relationships.
  • Commitment and drive to improve clients’ financial lives.
  • Confidence identifying solutions for new and existing clients based on their needs.
  • Effective, confident communication and comfort engaging with all clients.
  • Ability to learn and adapt to new information and technology platforms.
  • Ability to educate clients on conducting simple banking transactions through self-service technologies, such as ATMs, online banking, and mobile banking.
  • Strong critical-thinking and problem-solving skills.
  • Ability to follow established processes and guidelines and applicable laws and regulations.
  • Effective time and capacity management.
  • Availability 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 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.

Responsibilities

  • Engage clients in the lobby and educate and assist them with transactions through mobile banking, online banking, ATMs, and other self-service resources.
  • 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 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.

Benefits

  • Benefits eligible; benefits include access to paid time off and resources and support for employees. The posting also describes affordable, competitive, and flexible benefits supporting physical, emotional, and financial wellness.
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