Relationship Banker - Charleston Market, North Charleston, SC Area

Bank of America•North Charleston, SC
•Onsite

About The Position

At Bank of America, Relationship Bankers help clients improve their financial lives by building relationships, understanding clients’ financial and life priorities, and connecting them with solutions to meet their goals. The role engages clients in the financial center lobby, educates them about and assists them with transactions using self-service resources such as mobile banking, online banking, and ATMs, and accurately processes cash transactions as needed. The position supports the bank’s risk culture and operational excellence while delivering a strong client experience. The role is based in the Charleston market and North Charleston, South Carolina area. It is a first-shift position with 40 hours per week. Weekend and/or extended hours may be required, and scheduling may include 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 a strong focus on results and clients’ best interests.
  • Ability to collaborate effectively and build and nurture strong relationships.
  • Passion, commitment, and drive to improve clients’ financial lives.
  • Confidence identifying solutions for new and existing clients based on their needs.
  • Effective, confident communication and comfort engaging with all clients.
  • Ability to learn and adapt to new information and technology platforms.
  • Confidence educating clients on 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.
  • Ability to follow established processes and guidelines and comply with applicable laws and regulations.
  • Ability to work weekends and/or extended hours, including possible scheduling 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’s degree, such as business management, business administration, or finance.

Responsibilities

  • Engage clients in the lobby and educate and assist them with self-service banking transactions using mobile banking, online banking, or 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 appropriate 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, doing what is right for clients and the bank and complying with applicable laws and regulations.
  • Grow business knowledge and networks 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.
  • Manage time and capacity efficiently while focusing on results and acting in clients’ best interests.
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