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Relationship Banker

2 months ago

Williamsburg, Virginia, United States Bank of America Full time
Job Summary

We are seeking a highly motivated and results-driven Relationship Banker to join our team at Bank of America. As a Relationship Banker, you will be responsible for building and maintaining strong relationships with clients, providing exceptional customer service, and driving business growth.

Key Responsibilities
  • Client Engagement: Engage with clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM.
  • Cash Handling: Accurately and efficiently process cash transactions for clients as needed.
  • Relationship Building: Build relationships with clients to meet their financial needs and connect them to solutions that meet their financial goals.
  • Operational Excellence: Execute the bank's risk culture and strive for operational excellence in daily activities.
  • Business Growth: Grow business knowledge and network by partnering with experts in small business, lending, and investments.
  • Client Experience: Drive the client experience by managing financial center traffic, appointments, and outbound calls effectively.
Requirements
  • Enthusiasm and Motivation: Be an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results.
  • Collaboration: Collaborate effectively to get things done, building and nurturing strong relationships.
  • Problem-Solving: Display passion, commitment, and drive to deliver an experience that improves our clients' financial lives.
  • Communication: Communicate effectively and confidently and be comfortable engaging all clients.
  • Adaptability: Have the ability to learn and adapt to new information and technology platforms.
  • Cash Handling: Be confident in educating clients on how to conduct simple banking transactions through self-service technologies.
  • Time Management: Efficiently manage time and capacity.
Preferred Qualifications
  • Financial Services Experience: Experience in financial services and knowledge of financial services industry, products, and solutions.
  • Sales Experience: One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
  • Cash Handling Experience: Six months of cash handling experience.
  • Education: Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration, or finance.
Skills
  • Adaptability: Adaptability
  • Business Acumen: Business Acumen
  • Customer and Client Focus: Customer and Client Focus
  • Oral Communications: Oral Communications
  • Problem Solving: Problem Solving
  • Account Management: Account Management
  • Client Experience Branding: Client Experience Branding
  • Client Management: Client Management
  • Client Solutions Advisory: Client Solutions Advisory
  • Relationship Building: Relationship Building
  • Business Development: Business Development
  • Pipeline Management: Pipeline Management
  • Prospecting: Prospecting
  • Referral Identification: Referral Identification
  • Referral Management: Referral Management