Relationship Banker - 15th and Locust Financial Center

Bank of America•Philadelphia, PA

11d•Onsite

About The Position

At Bank of America, Relationship Bankers help make financial lives better by engaging clients in the financial center lobby, educating and assisting them with transactions through self-service resources such as mobile banking, online banking, and ATMs, and accurately processing cash transactions as needed. They have in-depth conversations to understand clients’ financial and life priorities and connect them with solutions that support their financial goals. The role contributes to a culture of responsible growth, operational excellence, and a positive client experience. Bank of America describes its culture as inclusive and caring, with opportunities to learn, grow, and build a career. The company is committed to an in-office culture supporting collaboration, engagement, and career development, with flexibility based on role responsibilities and business needs.

Requirements

Be an enthusiastic, highly motivated self-starter with a strong work ethic and 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 all clients.
Be able to learn and adapt to new information and technology platforms.
Confidently educate clients on simple banking 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 applicable laws and regulations.
Manage time and capacity efficiently.
Be able to work weekends and/or extended hours, potentially at any financial center within a reasonable distance.
High school diploma, GED, secondary school, or equivalent.

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, acting in the best interests of 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.
Have in-depth conversations with clients to understand their financial and life priorities and connect them with solutions.