Relationship Banker - University Mall Financial Center

Bank of America•Chapel Hill, NC

3d•Onsite

About The Position

At Bank of America, Relationship Bankers help make financial lives better through the power of every connection, supporting clients, teammates, communities, and shareholders. The company emphasizes Responsible Growth, an inclusive and caring workplace, career development, and teammate wellness. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development, with flexibility based on role-specific responsibilities and business needs. This role engages clients in the financial center lobby, educates them about self-service resources such as mobile banking, online banking, and ATMs, and assists them with transactions. The Relationship Banker accurately and efficiently processes cash transactions when needed, has in-depth conversations to understand clients’ financial and life priorities, and connects them with solutions to meet their financial goals. The role also manages financial center traffic, appointments, outbound calls, and cash responsibilities while delivering a strong client experience.

Requirements

Be an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results, acting in the best interest of the client.
Collaborate effectively and build and nurture strong relationships.
Show passion, commitment, and drive to improve clients’ financial lives.
Confidently identify solutions for new and existing clients based on their needs.
Communicate effectively and confidently and feel comfortable engaging all clients.
Learn and adapt to new information and technology platforms.
Educate clients on conducting simple banking transactions using self-service technologies such as ATMs, online banking, and mobile banking.
Apply critical-thinking and problem-solving skills to meet clients’ needs.
Follow established processes and guidelines and comply with applicable laws and regulations.
Manage time and capacity efficiently.
Focus on results while acting in the best interest of the client.
Be able to work weekends and/or extended hours, potentially at any financial center location within a reasonable distance.
High school diploma, GED, secondary school, or equivalent.

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 a 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, 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.
Engage clients in the lobby, educate them about self-service resources, and assist with transactions.
Hold conversations with clients to understand their financial and life priorities and connect them with appropriate solutions.