Relationship Banker

About This Role

The Relationship Banker at Bank of America is responsible for engaging clients in the lobby to educate and assist with self-service transactions. This role involves processing cash transactions and having deep conversations with clients to understand their financial priorities and connect them 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, 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 intense focus on results
• Ability to collaborate effectively, building and nurturing strong relationships
• Passion, commitment, and drive to deliver a positive client experience
• 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 self-service banking technologies
• Strong critical thinking and problem-solving skills
• Ability to follow established processes and guidelines, adhering to all applicable laws and regulations
• Efficient time and capacity management
• Flexibility to work weekends and/or extended hours as needed

Qualifications

• High School Diploma / GED / Secondary School or equivalent

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 degree such as business management, business administration, or finance

Skills

* Required skills