Relationship Banker

2 months ago


Poughkeepsie, New York, United States Bank of America Full time
Job Description:

Job Title: Relationship Banker

Location: Poughkeepsie, New York

Job Type: Full-time

Job Category: Banking

About Us: Bank of America is a leading financial institution that aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse.

Job Summary: We are seeking a Relationship Banker to join our team in Poughkeepsie, New York. 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.

Key Responsibilities:

  • Accurately and efficiently process cash transactions for clients as needed.
  • Have deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connect clients to solutions that meet the 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 in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
  • Grows 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, acting in the best interest of the client.
  • Collaborates effectively to get things done, building and nurturing strong relationships.
  • Displays passion, commitment, and drive to deliver an experience that improves our clients' financial lives.
  • Confident in identifying solutions for new and existing clients based on their needs.
  • Communicates effectively and confidently, and is comfortable engaging all clients.
  • Has the ability to learn and adapt to new information and technology platforms.
  • Confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).
  • Applies 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 manages time and capacity.
  • Focused on results, while acting in the best interest of the client.
  • Can be flexible 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

Benefits:

  • Competitive salary and benefits package
  • Opportunities for career growth and development
  • Collaborative and dynamic work environment
  • Recognition and rewards for outstanding performance