Relationship Banker

2 weeks ago


Green Valley, Arizona, United States Bank of America Full time

About the Role:

This role is responsible for delivering exceptional client experiences and building strong relationships with clients in the lobby. Key responsibilities include processing cash transactions, educating clients on self-service resources, and connecting clients to solutions that meet their financial goals.

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

Required Qualifications:

  • 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 (for example, ATM, online banking, mobile banking)
  • Apply 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 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

Desired 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's 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

Shift: 1st shift (United States of America)

Hours Per Week: 40


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