Relationship Banker

Bank of America•North Ogden, UT

19d•Onsite

About The Position

At Bank of America, the Relationship Banker helps make financial lives better by engaging clients in the lobby, educating them, and assisting them with transactions through self-service resources such as mobile banking, online banking, and ATMs. The role includes accurately and efficiently processing cash transactions as needed and having in-depth conversations to understand clients’ financial and life priorities and connect them with solutions that meet their goals. The position supports Bank of America’s Responsible Growth and risk culture, operational excellence, and client experience. Relationship Bankers build client relationships, manage financial center traffic and appointments, make outbound calls, handle cash responsibilities, and partner with experts in small business, lending, and investments. The role is based in the bank’s in-office culture and may require working at any financial center location within a reasonable distance.

Requirements

High school diploma, GED, secondary school education, or equivalent.
Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results, acting in the best interest of the client.
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 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.
Willingness 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 the client’s best interest.
Must be able 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 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

Engage clients in the lobby to educate and assist them with self-service transactions through mobile banking, online banking, or ATMs.
Accurately and efficiently process cash transactions for clients as needed.
Have conversations with clients to understand their financial and life priorities and connect them to solutions that support 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.
Partner with experts in small business, lending, and investments to grow business knowledge and networks.
Manage financial center traffic, appointments, and outbound calls effectively.
Drive the client experience.
Manage cash responsibilities.