Relationship Banker

About the Role

At Bank of America, our purpose is to help make financial lives better through the power of every connection. We drive Responsible Growth and deliver for our clients, teammates, communities, and shareholders. Our culture of caring is core to how we operate, fostering an inclusive workplace where every teammate can succeed. We value the unique perspectives individuals bring from all backgrounds and career paths.

This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients. Job expectations include having deep conversations with clients to gain in-depth knowledge of their financial and life priorities and connecting them to solutions that meet their financial goals.

Key Responsibilities

• Executes the bank's risk culture and strives for operational excellence
• Builds relationships with clients to meet financial needs
• Follows established processes and guidelines in daily activities, adhering to all applicable laws and regulations
• Grows business knowledge and network by partnering with experts in small business, lending, and investments
• Manages financial center traffic, appointments, and outbound calls effectively
• Drives the client experience
• Manages cash responsibilities

Requirements & Tech Stack

• Enthusiasm, high motivation, and a strong work ethic with an intense focus on results, acting in the best interest of the client
• Ability to collaborate effectively and build strong relationships
• Passion, commitment, and drive to deliver an experience that improves clients' financial lives
• Confidence in identifying solutions for new and existing clients based on their needs
• Effective and confident communication skills, comfortable engaging all clients
• Ability to learn and adapt to new information and technology platforms
• Confidence in educating clients on how to conduct simple banking transactions through self-service technologies (e.g., ATM, online banking, mobile banking)
• Strong critical thinking and problem-solving skills
• Ability to manage time and capacity efficiently
• Focus on results while acting in the best interest of the client
• Ability to work weekends and/or extended hours, potentially at any financial center location within a reasonable distance

Qualifications

• High School Diploma / GED / Secondary School or equivalent
• Experience in financial services and knowledge of financial services industry, products, and solutions (Desired)
• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals (Desired)
• Six months of cash handling experience (Desired)
• Bachelor's Degree or business-relevant Associate’s Degree (e.g., business management, business administration, finance) (Desired)

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
• Referral Management

Shift: 1st shift (United States of America)

Hours Per Week: 40