Relationship Banker

Bank of America•Dayton, OH

27d•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 also accurately and efficiently processes cash transactions as needed. Through in-depth conversations, the Relationship Banker learns about clients’ financial and life priorities and connects them with solutions that support their financial goals. The position is open across the market, with the specific financial center determined by business needs. New hires train at one financial center and may then move to another location within a reasonable commuting distance of home, as permitted by applicable law. The role is part of Bank of America’s in-office culture, supporting collaboration, engagement, and career development.

Requirements

High school diploma, GED, secondary school, or equivalent.
Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results while acting in the client’s best interest.
Ability to collaborate effectively and build and nurture strong relationships.
Passion, 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.
Confidence educating clients on 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 comply with applicable laws and regulations.
Ability to manage time and capacity efficiently.
Availability to work weekends and/or extended hours, potentially at any financial center 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

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 complying with 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, educate and assist them with self-service banking transactions, and process cash transactions as needed.
Have in-depth conversations to understand clients’ financial and life priorities and connect them to suitable solutions.