About The Position

At Bank of America, the Relationship Banker helps make clients’ 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, or ATMs, and processing cash transactions accurately and efficiently as needed. The role involves having in-depth conversations with clients to understand their financial and life priorities and connecting them with solutions that support their financial goals. The position operates within the bank’s risk culture and established processes, guidelines, laws, and regulations. The Relationship Banker works with colleagues and experts in small business, lending, and investments, and manages financial center traffic, appointments, and outbound calls. The role is based in a financial center and requires English and Creole language skills. The schedule is first shift, 40 hours per week, and may include weekends or extended hours and assignment to another nearby financial center as needed.

Requirements

  • High School Diploma, GED, Secondary School, or equivalent.
  • English and Creole language skills are required.
  • Strong work ethic, motivation, self-starting approach, and focus on results while acting in clients' best interests.
  • Ability to collaborate effectively and build and nurture strong relationships.
  • Commitment to delivering 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.
  • Ability to educate clients on conducting simple banking transactions through self-service technologies such as ATMs, online banking, and mobile banking.
  • Strong critical thinking and problem-solving skills.
  • Ability to follow established processes and guidelines and applicable laws and regulations.
  • Ability to manage time and capacity efficiently.
  • Ability 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

  • 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, applicable laws, and regulations in daily activities.
  • Grow business knowledge and 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.
  • Engage clients in the lobby and educate and assist them with transactions through self-service resources, including mobile banking, online banking, and ATMs.
  • Conduct conversations to understand clients' financial and life priorities and connect them with solutions that meet their financial goals.
  • Process cash transactions accurately and efficiently as needed.

Benefits

  • Affordable, competitive, and flexible benefits supporting teammates' physical, emotional, and financial wellness.
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