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Relationship Banker
2 months ago
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Our company is built on the principles of Responsible Growth, which drives our commitment to being a great place to work for our teammates around the world.
We are dedicated to being a diverse and inclusive workplace for everyone, where our teammates can thrive and grow. We achieve this by hiring individuals with a broad range of backgrounds and experiences and investing heavily in their development and well-being.
As a Relationship Banker, you will play a critical role in engaging clients in the lobby to educate and assist with conducting transactions through self-service resources. Your key responsibilities will include accurately and efficiently processing cash transactions for clients as needed.
Key Responsibilities:
- Execute the bank's risk culture and strive for operational excellence
- Build relationships with clients to meet their 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
- 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:
- 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
- Collaborate effectively to get things done, building and nurturing strong relationships
- Display passion, commitment, and drive to deliver an experience that improves our clients' financial lives
- Be confident in identifying solutions for new and existing clients based on their needs
- Communicate effectively and confidently, and be comfortable engaging all clients
- Have the ability to learn and adapt to new information and technology platforms
- Be confident in educating clients on how to conduct simple banking transactions through self-service technologies
- Apply strong critical thinking and problem-solving skills to meet clients' 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
- Efficiently manage time and capacity
- Focus on results, while acting in the best interest of the client
- 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
- Spanish or Chinese language preferred