Relationship Banker

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

• Educates and assists clients in conducting transactions through self-service resources such as mobile banking, online banking, or ATM.
• Accurately and efficiently processes cash transactions for clients.
• Holds conversations with clients to gain in-depth knowledge of their financial and life priorities.
• Connects clients to solutions that meet their financial goals.
• Executes the bank's risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows established processes and guidelines, 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

• Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
• Collaborates effectively and nurtures strong relationships.
• Displays passion, commitment, and drive to deliver an experience that improves clients' financial lives.
• Confident in identifying solutions for new and existing clients based on their needs.
• Communicates effectively and confidently, comfortable engaging all clients.
• Ability to learn and adapt to new information and technology platforms.
• Confident in educating clients on how to conduct simple banking transactions through self-service technologies (e.g., ATM, online banking, mobile banking).
• Applies strong critical thinking and problem-solving skills.
• Efficiently manages time and capacity.
• Focuses 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 within a reasonable distance.

Desired Qualifications

• 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.

Qualifications

• High School Diploma / GED / Secondary School or equivalent
• 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
• 1st shift
• 40 Hours Per Week