Relationship Banker

Bank of America•Richmond, VA
•$25 - $27•Onsite

About The Position

At Bank of America, the Relationship Banker helps clients with their financial needs while contributing to Responsible Growth and a caring, inclusive workplace. The role is based in a financial center. The specific location is determined by business needs; a new hire trains at one financial center and may then move to another location within a reasonable commuting distance of home, as permitted by applicable law. The job involves engaging clients in the 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. The Relationship Banker has in-depth conversations to understand clients’ financial and life priorities and connects them with solutions that support their goals. The position is in-office and requires 40 hours per week. It is a first-shift role and may require weekends or extended hours, including work at a financial center within a reasonable distance.

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.
  • Show 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 with 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 comply with 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, 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 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 clients’ and the bank’s best interests and complying with 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 using self-service resources, including ATMs, online banking, and mobile banking.
  • Process cash transactions accurately and efficiently as needed.
  • Understand clients’ financial and life priorities and connect them with solutions that meet their goals.

Benefits

  • Benefits eligible.
  • Access to paid time off.
  • Resources and support for employees.
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