Relationship Banker

7 days ago

Zionsville, Indiana, United States Bank of America Full time

Job Summary:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. As a Relationship Banker, you will play a key role in delivering an exceptional client experience by engaging clients in the lobby to educate and assist with conducting transactions through self-service resources. Your primary responsibilities will include accurately and efficiently processing cash transactions for clients as needed, building relationships with clients to meet their financial needs, and following established processes and guidelines in daily activities to do what is right for clients and the bank.

Key Responsibilities:

  • Executes the bank's risk culture and strives for operational excellence
  • Builds relationships with clients to meet financial needs
  • Follows 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
  • Manages financial center traffic, appointments, and outbound calls effectively
  • Drives the client experience
  • Manages cash responsibilities

Requirements:

  • Is an 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
  • Is 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
  • Is confident in educating clients on how to conduct simple banking transactions through self-service technologies
  • 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
  • Focusing 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 Associates Degree such as business management, business administration, or finance

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