Relationship Banker, PA North Market

About the Role

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Key Responsibilities

• Engage clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM.
• Accurately and efficiently process cash transactions for clients.
• Have deep conversations with clients to gain in-depth knowledge of their financial and life priorities.
• Connect clients to solutions that meet their financial goals.
• Execute the bank's risk culture and strive for operational excellence.
• Build relationships with clients to meet financial needs.
• Follow established processes and guidelines in daily activities, adhering to all 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.
• Manage cash responsibilities.

Requirements & Tech Stack

• Self-starter with a strong work ethic and intense focus on results.
• 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.
• 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.
• Must be able to work weekends and/or extended hours, potentially at any financial center location within a reasonable distance.

Qualifications

Minimum Education Requirement:

• High School Diploma / GED / Secondary School or equivalent

Desired Qualifications:

• 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 (e.g., business management, business administration, finance).

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