Relationship Banker

Bank of America•Midland, TX

20d•Onsite

About The Position

The Relationship Banker engages clients in the financial center lobby, educates them about and assists with transactions using self-service resources such as mobile banking, online banking, and ATMs, and accurately processes cash transactions as needed. The role includes having in-depth conversations to understand clients’ financial and life priorities and connecting 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 later move to another location within a reasonable commuting distance of home, as permitted by applicable law. Bank of America describes an in-office culture focused on collaboration, engagement, and career development, with flexibility based on role responsibilities and business needs. The role is scheduled for 40 hours per week and requires weekend and/or extended-hour availability, potentially at any financial center within a reasonable distance.

Requirements

High school diploma, GED, secondary school, or equivalent.
Be an enthusiastic, highly motivated self-starter with a strong work ethic and focus on results 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.
Learn and adapt to new information and technology platforms.
Confidently educate clients on simple transactions using self-service technologies such as ATMs, online banking, and mobile banking.
Apply critical-thinking and problem-solving skills to meet clients’ needs.
Follow established processes and guidelines and comply with 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, potentially at any financial center location within a reasonable distance.

Nice To Haves

Experience in financial services and knowledge of 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

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.
Develop business knowledge and a 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.
Educate and assist clients with self-service banking transactions.
Understand clients’ financial and life priorities and connect them to solutions that support their goals.