Relationship Banker

Bank of America•Spanish Fork, UT

20d•Onsite

About The Position

At Bank of America, Relationship Bankers help make financial lives better through client connections, responsible growth, and a culture of caring. The company emphasizes an inclusive workplace, career development, and support for teammates’ physical, emotional, and financial wellness. Bank of America is committed to an in-office culture, with flexibility based on role-specific responsibilities and business needs. This role engages clients in the lobby, educates them about and assists them with self-service banking options such as mobile banking, online banking, and ATMs, and accurately processes cash transactions as needed. Relationship Bankers have in-depth conversations to understand clients’ financial and life priorities and connect them with solutions that support their goals.

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 simple transactions through self-service technologies, including ATMs, online banking, and mobile banking.
Strong critical-thinking and problem-solving skills to meet client needs.
Ability to follow established processes and guidelines, comply with applicable laws and regulations, and act in the best interests of clients and the bank.
Ability to manage time and capacity efficiently and focus on results while acting in clients’ best interests.
Must be able 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’s degree, such as business management, business administration, or finance.
Skills in adaptability, business acumen, customer and client focus, oral communications, problem solving, account management, client experience, branding, client management, client solutions, advisory, relationship building, business development, pipeline management, prospecting, referral identification, and referral management.

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 the best interests of clients and the bank and complying with applicable laws and regulations.
Build 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 self-service banking resources.
Accurately and efficiently process cash transactions for clients as needed.
Learn about clients’ financial and life priorities and connect them with solutions that meet their goals.