Relationship Banker - Coastal Carolinas Market - Pawleys, SC Area

Bank of America•Pawleys Island, SC

3d•Onsite

About The Position

At Bank of America, the Relationship Banker helps make financial lives better by engaging clients in the lobby, educating them, and assisting with transactions through self-service resources such as mobile banking, online banking, and ATMs. The role processes cash transactions accurately and efficiently as needed and has in-depth conversations with clients to understand their financial and life priorities and connect them with solutions that meet their goals. The position operates within the bank’s Responsible Growth and risk culture, supports operational excellence, and contributes to a client-focused experience. Bank of America describes its culture as inclusive and supportive of teammates’ career development and physical, emotional, and financial wellness. The company maintains an in-office culture, with expectations and flexibility based on role responsibilities and business needs.

Requirements

High school diploma, GED, secondary school, or equivalent.
Enthusiastic, highly motivated self-starter with a strong work ethic and a focus on results and client interests.
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 using self-service technologies such as ATMs, online banking, and mobile banking.
Strong critical-thinking and problem-solving skills to meet clients’ needs.
Ability to follow established processes and guidelines and applicable laws and regulations.
Ability to manage time and capacity efficiently.
Ability 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 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 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.
Engage clients in the lobby, educate them about self-service resources, and assist with transactions as needed.
Have conversations with clients to understand their financial and life priorities and connect them with appropriate solutions.