Relationship Banker - Raleigh Market

Bank of America•Raleigh, NC

4d•Onsite

About The Position

At Bank of America, the Relationship Banker helps make financial lives better through client connections and Responsible Growth. The role supports an inclusive, collaborative workplace and contributes to clients, teammates, communities, and shareholders. This position engages clients in the financial center lobby, educating and assisting them with transactions using self-service resources such as mobile banking, online banking, and ATMs. The banker processes cash transactions accurately and efficiently when needed, learns about clients’ financial and life priorities through in-depth conversations, and connects them with solutions that support their financial goals. The role also manages financial center traffic, appointments, outbound calls, and cash responsibilities. The position is in-office and requires 40 hours per week, first shift, with availability to work weekends and/or extended hours and to be scheduled at a nearby financial center when needed.

Requirements

High school diploma, GED, secondary school, or equivalent.
Be an enthusiastic, highly motivated self-starter with a strong work ethic and focus on results, acting in the client’s best interest.
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 be comfortable engaging with 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 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.

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’s degree, such as business management, business administration, or finance.

Responsibilities

Engage clients in the lobby and educate and assist them with transactions through self-service resources such as mobile banking, online banking, and ATMs.
Accurately and efficiently process cash transactions for clients as needed.
Have in-depth conversations with clients to understand their financial and life priorities and connect them with solutions that meet 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.
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.