Relationship Banker - Fishers, Carmel Plaza, Carmel West and Keystone West

Bank of America•Indianapolis, IN

26d•Onsite

About The Position

At Bank of America, the Relationship Banker engages clients in the lobby, educates and assists them with conducting transactions through self-service resources such as mobile banking, online banking, and ATMs, and accurately and efficiently processes cash transactions as needed. The role involves having in-depth conversations with clients to understand their financial and life priorities and connecting them with solutions that meet their financial goals. The position is associated with Fishers, Carmel Plaza, Carmel West, and Keystone West financial centers.

Requirements

Be an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the client's best interest.
Collaborate effectively, get things done, and build and nurture strong relationships.
Demonstrate passion, commitment, and drive to improve clients' financial lives.
Identify solutions for new and existing clients based on their needs.
Communicate effectively and confidently and feel comfortable engaging all clients.
Learn and adapt to new information and technology platforms.
Educate clients on conducting simple banking transactions through 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.
Focus on results while acting in the client's best interest.
Be able to work weekends and/or extended hours, which may include being scheduled at any financial center location 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 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 in daily activities, acting in clients' and the bank's best interests 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 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.
Discuss clients' financial and life priorities and connect them to solutions that meet their financial goals.