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Relationship Banker
2 months ago
About the Role
We are seeking a skilled Relationship Banker to join our team at Bank of America. As a Relationship Banker, you will be responsible for building and maintaining strong relationships with our clients, providing them with exceptional service and support to meet their financial needs.
Key Responsibilities
- Engage with 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 as needed.
- Have deep conversations with clients to gain in-depth knowledge of their financial and life priorities and connect them to solutions that meet their financial goals.
- Execute the bank's risk culture and strive for operational excellence.
- Build relationships with clients to meet their financial needs.
- Follow established processes and guidelines in daily activities to do what is right for clients and the bank, 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
- Be an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
- Collaborate effectively to get things done, building and nurturing strong relationships.
- Display passion, commitment, and drive to deliver an experience that improves our clients' financial lives.
- Be confident in identifying solutions for new and existing clients based on their needs.
- Communicate effectively and confidently, and be comfortable engaging all clients.
- Have the ability to learn and adapt to new information and technology platforms.
- Be confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).
- Apply strong critical thinking and problem-solving skills to meet clients' needs.
- Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
- Efficiently manage time and capacity.
- Focus on results, while acting in the best interest of the client.
- Be able to work weekends and/or extended hours as needed.
Preferred 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 degree such as business management, business administration, or 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
Work Schedule
1st shift (United States of America)
40 hours per week
