Relationship Banker
2 weeks ago
Wilton, Connecticut, United States
Bank of America
Full time
About the RoleWe are seeking a skilled Relationship Banker to join our team at Bank of America. As a Relationship Banker, you will be responsible for engaging with clients in the lobby to educate and assist with conducting transactions through self-service resources.
Key Responsibilities- Accurately and efficiently process cash transactions for clients as needed.
- 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.
- 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.
- 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.
- 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.
- 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.
- Focused on results, while acting in the best interest of the client.
- Can be flexible to work weekends and/or extended hours as needed.
- 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.