Relationship Banker - Ocean-Monmouth Market

Bank of America•Shrewsbury, MA

5d•$25 - $27•Onsite

About The Position

At Bank of America, Relationship Bankers help make financial lives better by engaging clients in the lobby, educating them, and assisting with transactions using self-service resources such as mobile banking, online banking, and ATMs. The role also includes accurately and efficiently processing cash transactions when needed. Relationship Bankers have in-depth conversations with clients to understand their financial and life priorities and connect them with solutions that meet their goals. They build client relationships, contribute to the client experience, manage financial center traffic and appointments, and partner with specialists in small business, lending, and investments. The position follows established processes and applicable laws and regulations, and supports the bank’s risk culture and operational excellence. Bank of America describes its culture as inclusive and focused on responsible growth, collaboration, career development, and teammate well-being. This role is based at the listed New Jersey financial center locations and is an in-office position.

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.
Be able to learn and adapt to new information and technology platforms.
Confidently educate clients on conducting simple banking transactions using self-service technologies, including ATMs, online banking, and mobile banking.
Apply strong critical-thinking and problem-solving skills to meet client 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, 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 business-relevant associate degree, such as business management, business administration, or finance.

Responsibilities

Engage clients in the lobby, educating and assisting 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 with suitable solutions.
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 networks 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.