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Relationship Banker
2 months ago
Job Title: Relationship Banker
Job Summary:
We are seeking a highly motivated and customer-focused Relationship Banker to join our team at Bank of America. As a Relationship Banker, you will be responsible for 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 well as having deep conversations with clients to gain in-depth knowledge of their financial and life priorities.
Key Responsibilities:
- Process cash transactions for clients accurately and efficiently
- Engage clients in the lobby to educate and assist with conducting transactions through self-service resources
- Have deep conversations with clients to gain in-depth knowledge of their financial and life priorities
- Connect clients to solutions that meet their financial goals
Requirements:
- Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results
- 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
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
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
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift: 1st shift (United States of America)
Hours Per Week: 40
