Relationship Banker - Charleston Market - Mt. Pleasant, SC Area

Bank of America•Mount Pleasant, SC

About The Position

At Bank of America, the Relationship Banker helps make financial lives better by building client relationships and delivering solutions that support clients’ financial goals. This role engages clients in the lobby, educates them about and assists with self-service resources such as mobile banking, online banking, and ATMs, and processes cash transactions accurately and efficiently as needed. The banker has in-depth conversations to understand clients’ financial and life priorities and connects them with appropriate solutions. The position contributes to a positive client experience, manages financial center traffic, appointments, and outbound calls, and partners with experts in small business, lending, and investments. It also carries cash responsibilities and requires adherence to established procedures, applicable laws, and regulations while supporting the bank’s risk culture and operational excellence. The role is based in the Charleston Market, Mt. Pleasant, South Carolina area, and may be scheduled at any financial center within a reasonable distance. It is a first-shift position for 40 hours per week.

Requirements

High school diploma, GED, secondary school education, or equivalent.
Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the client’s best interest.
Ability to collaborate effectively, get things done, 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, 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 through 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, act in the interests of clients and the bank, and comply with applicable laws and regulations.
Ability to manage time and capacity efficiently and focus on results while acting in the client’s best interest.
Ability to work weekends and/or extended hours, potentially 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 conducting transactions through self-service resources, including mobile banking, online banking, and ATMs.
Accurately and efficiently process cash transactions for clients as needed.
Have in-depth conversations with clients to understand their financial and life priorities and connect them to 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, acting in the best interests of 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 and manage cash responsibilities.