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Relationship Banker

2 months ago

Newark, New Jersey, United States Bank of America Full time

Job Summary:

We are seeking a skilled 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 accurately and efficiently process cash transactions for clients as needed, and have deep conversations with clients to gain in-depth knowledge of their financial and life priorities and connect them 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

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 (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 able 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'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

Minimum Education Requirement:

High School Diploma / GED / Secondary School or equivalent