Relationship Banker - 15th and Locust Financial Center

Bank of America•Philadelphia, PA

8d•Onsite

About The Position

At Bank of America, Relationship Bankers help make financial lives better through strong client connections and responsible growth. The role engages clients in the financial center lobby, educates them about and assists with self-service options such as mobile and online banking and ATMs, and accurately processes cash transactions as needed. Bankers have in-depth conversations to understand clients’ financial and life priorities and connect them with solutions aligned to their goals. The position also contributes to an inclusive, collaborative in-office culture and supports client, teammate, community, and shareholder success.

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 clients.
Ability to collaborate effectively and build and nurture strong relationships.
Passion, commitment, and drive to improve clients’ financial lives.
Confidence identifying solutions for new and existing clients based on their needs.
Effective, confident communication and comfort engaging with all clients.
Ability to learn and adapt to new information and technology platforms.
Confidence educating clients on simple transactions using 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, comply with applicable laws and regulations, and act in clients’ and the bank’s best interests.
Ability to manage time and capacity efficiently and focus on results.
Must be able to work weekends and/or extended hours, potentially at any financial center within a reasonable distance.

Nice To Haves

Experience in financial services and knowledge of financial services 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 in 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.
Build business knowledge and a professional 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, including accurately and efficiently processing cash transactions as needed.
Engage clients in the lobby and educate and assist them with self-service banking resources.