Relationship Banker

About the Role

At Bank of America, we are driven by a common purpose: to help make financial lives better through the power of every connection. We foster an inclusive workplace where every teammate has the opportunity to succeed, build a career, and contribute to our shared success. This role is responsible for engaging clients to educate and assist with transactions through self-service resources and processing cash transactions as needed.

Key Responsibilities

• Engage clients to educate and assist with conducting transactions through self-service resources (e.g., mobile banking, online banking, ATM).
• Accurately and efficiently process cash transactions for clients.
• Have in-depth conversations with clients to understand 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, 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

• 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 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, 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.
• Efficient time and capacity management.
• Focus on results while acting in the best interest of the client.
• Ability to work weekends and/or extended hours, potentially scheduled at any financial center location within a reasonable distance.

Qualifications

• High School Diploma / GED / Secondary School or equivalent.
• Desired: 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).

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