Relationship Banker

2 weeks ago

Montrose, Angus, United Kingdom Bank of America Full time

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 engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Your key responsibilities will include accurately and efficiently processing cash transactions for clients as needed.

Key Responsibilities

  • 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 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
  • Bilingual in Spanish/Mandarin preferred

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)

Hours Per Week

40

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