Relationship Banker
5 days ago
Job Summary:
We are seeking a highly motivated and customer-focused Relationship Banker to join our team at Bank of America. 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. You will also be responsible for 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:
- 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
- Is 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
Work Environment:
Bank of America is an equal employment opportunity employer and welcomes applications from diverse candidates. We are committed to creating a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse.
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