Relationship Banker

Bank of America•Lucas, TX

13d•Onsite

About The Position

At Bank of America, the Relationship Banker engages clients in the financial center lobby, educates them, and assists them with conducting transactions through self-service resources such as mobile banking, online banking, or ATMs. The role also accurately and efficiently processes cash transactions as needed. Bankers have in-depth conversations with clients to understand their financial and life priorities and connect them with solutions that meet their financial goals. The position is open across the entire market, and the specific Financial Center location is based on business needs. New hires train at one financial center and may then move to another location within a reasonable commuting distance of home, to the extent permitted by applicable law. Bank of America describes its culture as focused on Responsible Growth, inclusion, collaboration, career development, and teammate wellness. The company is committed to an in-office culture, with role-specific flexibility based on responsibilities and business needs.

Requirements

High school diploma, GED, secondary school, or equivalent.
Enthusiastic, highly motivated self-starter with a strong work ethic and a focus on results and client interests.
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, confident communication and comfort engaging with all clients.
Ability to learn and adapt to new information and technology platforms.
Confidence educating clients on simple banking transactions using 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 clients' and the bank's best interests, and adhere to applicable laws and regulations.
Ability to manage time and capacity efficiently.
Ability to focus on results while acting in the client's best interests.
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

Spanish language skills preferred.
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

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 in daily activities, acting in the best interests of clients and the bank and adhering to applicable laws and regulations.
Grow business knowledge and professional 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 transactions.
Have in-depth conversations with clients about their financial and life priorities and connect them with solutions that meet their goals.