Relationship Banker - Kansas City West Market Admin

Bank of America•Shawnee, OK
•Onsite

About The Position

At Bank of America, Relationship Bankers help make financial lives better by engaging clients in the financial center and connecting them with solutions that meet their financial goals. This role engages clients in the lobby, educates and assists them with transactions through self-service resources such as mobile banking, online banking, and ATMs, and accurately processes cash transactions as needed. Relationship Bankers have in-depth conversations to understand clients’ financial and life priorities. The position is open across the Kansas City West Market, and the specific Financial Center location will be based on 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. Bank of America supports an in-office culture for collaboration, engagement, and career development, with flexibility based on role responsibilities and business needs. The role is scheduled for 40 hours per week and may include weekends or extended hours.

Requirements

  • 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.
  • 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.
  • Ability to learn and adapt to new information and technology platforms.
  • Confidence educating clients on simple transactions using 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 and applicable laws and regulations.
  • Efficiently manage time and capacity.
  • Focus on results while acting in the best interests of clients.
  • Be able to work weekends and/or extended hours, including possible scheduling at any financial center 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

  • 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.
  • Engage clients in the lobby, educate them about self-service banking resources, and assist with transactions as needed.
  • Have conversations with clients to understand their financial and life priorities and connect them with appropriate solutions.

Benefits

  • Bank of America describes its benefits as affordable, competitive, and flexible, and says it supports teammates’ physical, emotional, and financial wellness.
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