Relationship Banker

Job Summary:

As a Relationship Banker at Bank of America, you will play a critical role in engaging clients in the lobby to educate and assist with conducting transactions through self-service resources. Your key responsibilities will include accurately and efficiently processing cash transactions for clients as needed, while also having deep conversations with clients to gain in-depth knowledge of their financial and life priorities and connecting 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.
• Apply strong critical thinking and problem-solving skills to meet clients' 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.
• 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.

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