Relationship Banker - Raleigh Market

Bank of America•Raleigh, NC

2d•Onsite

About The Position

At Bank of America, the Relationship Banker helps make clients’ financial lives better by engaging with clients in the lobby, educating and assisting them with transactions through self-service resources such as mobile banking, online banking, and ATMs, and accurately processing cash transactions as needed. The role involves having in-depth conversations to understand clients’ financial and life priorities and connecting them with solutions that meet their goals. The position supports Responsible Growth and the bank’s risk culture while delivering an excellent client experience. Relationship Bankers build client relationships, manage financial center traffic and appointments, conduct outbound calls, and partner with specialists in small business, lending, and investments. The role follows established processes and applicable laws and regulations, and requires weekend and/or extended-hours availability. The banker may be scheduled at any financial center location within a reasonable distance.

Requirements

High school diploma, GED, secondary school, or equivalent.
Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
Collaborate effectively to get things done and build and nurture strong relationships.
Display 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.
Communicate effectively and confidently and be comfortable engaging all clients.
Ability to learn and adapt to new information and technology platforms.
Confidence educating clients on conducting simple banking transactions through self-service technologies such as ATMs, online banking, and mobile banking.
Strong critical-thinking and problem-solving skills to meet clients’ needs.
Follow established processes and guidelines, act in the best interests of clients and the bank, and adhere to applicable laws and regulations.
Efficiently manage time and capacity.
Focus on results while acting in the best interest of the client.
Ability to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance.
Skills: 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.

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.

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 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 and educate and assist them with conducting transactions through self-service resources.
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 solutions that meet their goals.