Relationship Banker - Speedway, Zionsville and Avon

Bank of America•Avon, OH

25d•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, or ATMs, and accurately and efficiently processes cash transactions as needed. The role involves in-depth conversations to understand clients’ financial and life priorities and connecting them with solutions that support their financial goals. The position supports Bank of America’s Responsible Growth and risk culture, drives operational excellence, and delivers a strong client experience. It also includes managing financial center traffic, appointments, outbound calls, and cash responsibilities; building relationships with clients; and partnering with specialists in small business, lending, and investments. The role is based in an in-office financial center environment and may require working at any financial center within a reasonable distance.

Requirements

High school diploma, GED, secondary school, or equivalent.
Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results, acting in the client’s best interest.
Ability to collaborate effectively and build and nurture strong relationships.
Passion, 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 and confident communication skills and comfort engaging with all clients.
Ability to learn and adapt to new information and technology platforms.
Confidence educating clients on 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.
Efficient time and capacity management.
Ability to focus on results while acting in the client’s best interest.
Must be able to work weekends and/or extended hours, which may include being scheduled 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’s 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.
Conduct in-depth conversations to understand clients’ financial and life priorities and connect them with 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 applicable laws and regulations.
Build business knowledge and a professional 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.