Relationship Banker

Bank of America•Seattle, WA

4d•Onsite

About The Position

At Bank of America, Relationship Bankers help make financial lives better by engaging clients in the lobby, educating them about banking options, and helping them conduct transactions using self-service resources such as mobile banking, online banking, and ATMs. The role also processes cash transactions accurately and efficiently when needed. Relationship Bankers have in-depth conversations with clients to understand their financial and life priorities and connect them with appropriate solutions. They manage financial center traffic, appointments, and outbound calls; build relationships to meet clients’ financial needs; and partner with specialists in small business, lending, and investments. The role is based in an in-office financial center environment and may require scheduling at another nearby financial center. The position is a 40-hour-per-week, first-shift role. Pay is $25.00–$26.77 per hour, with offers based on experience, education, and skill set. Compensation is base salary and is not incentive eligible.

Requirements

High school diploma, GED, secondary school, or equivalent.
Enthusiastic, highly motivated self-starter with a strong work ethic and a strong 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 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 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 comply with applicable laws and regulations.
Ability to manage time and capacity efficiently and focus on results while acting in clients’ best interests.
Ability to work weekends and/or extended hours, including possible scheduling 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

Engage clients in the lobby and educate and assist them with transactions using self-service resources, including mobile banking, online banking, and ATMs.
Accurately and efficiently process cash transactions as needed.
Have in-depth conversations with clients to understand their financial and life priorities and connect them with solutions aligned to 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, 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.