Relationship Banker - University Mall Financial Center

Bank of America•Chapel Hill, NC

1d•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 using self-service resources such as mobile banking, online banking, and ATMs, and accurately processing cash transactions when needed. The role includes having in-depth conversations to understand clients’ financial and life priorities and connecting them with solutions that meet their goals. The banker builds client relationships, supports the client experience, manages financial center traffic, appointments, and outbound calls, and partners with specialists in small business, lending, and investments. The role follows established processes and applicable laws and regulations, manages cash responsibilities, and contributes to the bank’s risk culture and operational excellence. The position is in-office and requires the ability to work weekends and/or extended hours; scheduling may include other financial center locations within a reasonable distance.

Requirements

High School Diploma, GED, secondary school education, 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 deliver an experience that improves 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.
Confidently 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.
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’s 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 through self-service resources, including mobile banking, online banking, and ATMs.
Accurately and efficiently process cash transactions for clients as needed.
Have in-depth conversations to understand clients’ financial and life priorities and connect them with solutions that meet their 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.
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 and manage cash responsibilities.