Relationship Banker - Long Island East, NY Area

Bank of America•Terryville, NY
•$25 - $27•Onsite

About The Position

At Bank of America, Relationship Bankers support the company's purpose of helping make financial lives better through meaningful client connections. The role engages clients in the financial center lobby, educates and assists them with transactions through self-service resources such as mobile banking, online banking, and ATMs, and processes cash transactions accurately and efficiently as needed. Relationship Bankers have in-depth conversations to understand clients' financial and life priorities and connect them with solutions that support their goals. They help manage financial center traffic, appointments, and outbound calls, build relationships with clients, and partner with specialists in small business, lending, and investments. The role follows established processes, applicable laws, and regulations while supporting the bank's risk culture and operational excellence. The position is based at one of the listed Bank of America locations in the Long Island East area of New York. The bank maintains an in-office culture, with role-specific flexibility. This is a first-shift, 40-hour-per-week position. Compensation is $25.00–$26.77 per hour, depending on experience, education, and skill set. The role is benefits-eligible and provides access to paid time off.

Requirements

  • High school diploma, GED, secondary school education, or equivalent.
  • Strong work ethic, self-motivation, and focus on results while acting in the client's best interest.
  • Ability to collaborate effectively and build and nurture strong relationships.
  • 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, 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 using self-service technologies such as ATMs, online banking, and mobile banking.
  • Strong critical-thinking and problem-solving skills.
  • Willingness to follow established processes and guidelines and comply with applicable laws and regulations.
  • Ability to manage time and capacity efficiently.
  • Flexibility to work weekends and/or extended hours as needed.

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.

Responsibilities

  • Engage clients in the lobby and educate and assist them with transactions through self-service resources, including 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, and comply with 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.

Benefits

  • Benefits eligibility.
  • Access to paid time off.
  • Resources and support for employees.
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