Relationship Banker
Posted 1 month ago Expired
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Upload Your ResumeAbout This Role
This role is responsible for engaging clients in the lobby to educate them on self-service banking options and process cash transactions. It involves building relationships to understand financial priorities and connect clients with suitable solutions.
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, 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
- Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results
- Ability to collaborate effectively and build strong relationships
- Passion, commitment and drive to deliver an experience that improves clients' financial lives
- Confident in identifying solutions for new and existing clients
- Effective and confident communication skills
- Ability to learn and adapt to new information and technology platforms
- Confident in educating clients on self-service technologies (ATM, online banking, mobile banking)
- Strong critical thinking and problem-solving skills
- Adhere to established processes and guidelines, applicable laws and regulations
- Efficiently manage time and capacity
- Ability to work weekends and/or extended hours and travel to any financial center within a reasonable distance
Qualifications
- High School Diploma / GED / Secondary School or equivalent
- Entry level position, with desired qualifications including one year of sales experience and six months of cash handling experience.
Nice to Have
- 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 such as business management, business administration or finance
Skills
* Required skills
About Bank of America
Bank of America is guided by a common purpose to help make financial lives better through the power of every connection, driving Responsible Growth for clients, teammates, communities and shareholders.