Relationship Banker

2 months ago


Paoli, Pennsylvania, United States Bank of America Full time
Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Our goal is to be a great place to work for our teammates around the world, and we strive to be a diverse and inclusive workplace for everyone.

We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

As a Relationship Banker - Financial Center Associate, 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.

Key responsibilities include:

  • Accurately and efficiently processing cash transactions for clients as needed.
  • Having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.

**Responsibilities:**

  • Execute the bank's risk culture and strive for operational excellence.
  • Build relationships with clients to meet 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 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 degree such as business management, business administration, or finance.