Relationship Banker

1 day ago

Pittsburgh PA USA, United States Bank of America Full time
About This Role

We are seeking a highly motivated and results-driven Relationship Banker to join our team at Bank of America. As a Relationship Banker, you will play a critical role in building and maintaining strong relationships with our clients, providing them with exceptional service and support to meet their financial needs.

Key Responsibilities
  • Client Engagement: 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.
  • Cash Handling: Accurately and efficiently process cash transactions for clients as needed.
  • Relationship Building: Build relationships with clients to meet their financial needs, gain in-depth knowledge of their financial and life priorities, and connect them to solutions that meet their financial goals.
  • Operational Excellence: Execute the bank's risk culture and strive for operational excellence in daily activities.
  • Business Growth: Grow business knowledge and network by partnering with experts in small business, lending, and investments.
  • Client Experience: Drive the client experience by managing financial center traffic, appointments, and outbound calls effectively.
  • Cash Management: Manage cash responsibilities and ensure accurate and efficient processing of cash transactions.
Requirements
  • Enthusiasm and Motivation: 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.
  • Collaboration and Communication: Collaborate effectively to get things done, building and nurturing strong relationships, and communicate effectively and confidently with clients.
  • Problem-Solving and Adaptability: Display passion, commitment, and drive to deliver an experience that improves our clients' financial lives, and have the ability to learn and adapt to new information and technology platforms.
  • Education and Experience: Have a high school diploma or equivalent, and one year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals, or six months of cash handling experience.
Desired Qualifications
  • Financial Services Experience: Experience in financial services and knowledge of financial services industry, products, and solutions.
  • Sales Experience: One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
  • Cash Handling Experience: Six months of cash handling experience.
  • Education: Bachelor's degree or business relevant associate degree such as business management, business administration, or finance.
Skills
  • Adaptability: Ability to adapt to new information and technology platforms.
  • Business Acumen: Knowledge of financial services industry, products, and solutions.
  • Customer and Client Focus: Ability to build and maintain strong relationships with clients.
  • Oral Communications: Effective communication and presentation skills.
  • Problem Solving: Ability to apply critical thinking and problem-solving skills to meet clients' needs.
  • Account Management: Ability to manage client relationships and provide exceptional service.
  • Client Experience Branding: Ability to drive the client experience and provide a positive brand image.
  • Client Management: Ability to manage client relationships and provide exceptional service.
  • Client Solutions Advisory: Ability to connect clients to solutions that meet their financial goals.
  • Relationship Building: Ability to build and maintain strong relationships with clients.
  • Business Development: Ability to grow business knowledge and network.
  • Pipeline Management: Ability to manage client relationships and provide exceptional service.
  • Prospecting: Ability to identify and pursue new business opportunities.
  • Referral Identification: Ability to identify and pursue new business opportunities.
  • Referral Management: Ability to manage client relationships and provide exceptional service.

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