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 are committed to driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders. We foster an inclusive workplace that attracts and develops exceptional talent, supports teammate wellness, recognizes performance, and makes an impact in our communities. This position is open for the entire market, with the specific Financial Center location determined by business needs. Training will occur at one financial center, with potential relocation to another within a reasonable commuting distance.

Key Responsibilities

• Engage clients in the lobby to educate and assist with transactions using self-service resources (mobile banking, online banking, ATM).
• Accurately and efficiently process cash transactions for clients.
• Conduct 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

• Mandarin or Cantonese language proficiency required.
• Ability to work weekends and/or extended hours.
• Willingness to travel to any financial center location within a reasonable distance.
• High School Diploma / GED / Secondary School or equivalent.

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic and 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 (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.

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