Relationship Banker - Mesa Area

Bank of America•Mesa, AZ

6d•Onsite

About The Position

At Bank of America, the Relationship Banker helps make financial lives better by engaging clients in the financial center lobby, educating and assisting them with transactions through self-service resources such as mobile banking, online banking, and ATMs, and processing cash transactions accurately and efficiently as needed. The role involves having in-depth conversations to understand clients’ financial and life priorities and connecting them with solutions that support their goals. The position contributes to the bank’s risk culture and operational excellence, builds client relationships, manages financial center traffic, appointments, outbound calls, and cash responsibilities, and partners with small-business, lending, and investment experts. The role is based in an in-office culture and may require working at any financial center within a reasonable distance. Weekend and/or extended-hour work is required, and the position is designated at 5% travel.

Requirements

Be an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the client’s best interest.
Collaborate effectively, getting things done while building and nurturing strong relationships.
Demonstrate 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 with all clients.
Be able to learn and adapt to new information and technology platforms.
Confidently educate clients on simple banking transactions through self-service technologies such as ATMs, online banking, and mobile banking.
Apply strong critical-thinking and problem-solving skills to meet clients’ needs.
Follow established processes and guidelines, adhere to applicable laws and regulations, and act in the best interests of clients and the bank.
Manage time and capacity efficiently and focus on results while acting in the client’s best interest.
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 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 and educate and assist them with transactions using self-service resources, including 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 to suitable solutions.
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 the best interests of clients and the bank and adhering to applicable laws and regulations.
Partner with small-business, lending, and investment experts to grow business knowledge and networks.
Manage financial center traffic, appointments, and outbound calls effectively.
Drive the client experience and manage cash responsibilities.