Senior Financial Relationship Manager

3 days ago


Renton, Washington, United States Bank of America Full time

**Company Overview**

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 values responsible growth and is committed to being a great place to work for our teammates around the world.

We believe in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference.

Salary: $24.00 - $25.96 hourly pay, offers to be determined based on experience, education and skill set.

Job Description:

This role is 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. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed.

Our client-facing team member must have deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connect clients to solutions that meet their financial goals.

Key Responsibilities:

  • Executes the bank's risk culture and strives for operational excellence
  • Built relationships with clients to meet their 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

Required Qualifications:

  • 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
  • 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
  • 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
  • Focusing on results, while acting in the best interest of the client
  • Can 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 Associates Degree such as business management, business administration, or finance

Benefits:

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources, and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

We are committed to equal employment opportunity and affirmative action in all aspects of employment, including recruitment, hiring, training, promotion, compensation, transfer, and benefits.



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