Relationship Banker

Bank of America•Florissant, MO
•Onsite

About The Position

At Bank of America, the Relationship Banker engages clients in the financial center lobby, educates and assists them with transactions using self-service resources such as mobile banking, online banking, and ATMs, and processes 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 financial goals. This position is open across the market. The specific Financial Center location is determined by business needs. New hires train at one financial center and may then move to another location within a reasonable commuting distance of home, to the extent permitted by applicable law. The role requires working weekends and/or extended hours, and scheduling at any financial center location within a reasonable distance may be required. Bank of America describes its workplace as committed to an in-office culture that supports collaboration, engagement, and career development, with flexibility based on role responsibilities and business needs. The position is listed as first shift and 40 hours per week.

Requirements

  • High school diploma, GED, secondary school qualification, or equivalent.
  • Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results, acting in the best interest of the client.
  • Ability to collaborate effectively and build and nurture strong relationships.
  • 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.
  • Effective and confident communication skills and comfort engaging with all clients.
  • Ability to learn and adapt to new information and technology platforms.
  • Confidence educating clients on simple banking transactions using self-service technologies such as ATMs, online banking, and mobile banking.
  • Strong critical-thinking and problem-solving skills to meet clients’ needs.
  • Ability to follow established processes and guidelines and applicable laws and regulations.
  • Ability to manage time and capacity efficiently.
  • Ability to focus on results while acting in the client’s best interest.
  • Ability 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 business-relevant associate 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, 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 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, acting in the best interests of 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.
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