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Relationship Banker

2 months ago

Virginia Beach, Virginia, United States Bank of America Full time

About the Role:

This is a challenging and rewarding opportunity to join Bank of America as a Relationship Banker. As a key member of our team, you will be responsible for engaging with clients in the lobby to educate and assist with conducting transactions through self-service resources. Your primary goal will be to accurately and efficiently process cash transactions for clients as needed.

Key Responsibilities:

  • Client Engagement: Build relationships with clients to meet their financial needs and provide personalized solutions.
  • Transaction Processing: Accurately and efficiently process cash transactions for clients using self-service resources such as mobile banking, online banking, or ATM.
  • Financial Knowledge: Gain in-depth knowledge of clients' financial and life priorities 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.
  • Cash Management: Manage cash responsibilities and ensure accurate and efficient processing of transactions.

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.
  • Communication: Communicate effectively and confidently, and be comfortable engaging all clients.
  • Problem-Solving: Apply strong critical thinking and problem-solving skills to meet clients' needs.
  • Adaptability: Be able to learn and adapt to new information and technology platforms.
  • Bilingual Spanish Required: Possess strong language skills in Spanish and English.

Desired 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 degree such as business management, business administration, or finance.

Skills:

  • Adaptability: Ability to adapt to changing situations and priorities.
  • Business Acumen: Strong understanding of business principles and practices.
  • Customer and Client Focus: Ability to prioritize client needs and provide personalized solutions.
  • Oral Communications: Effective communication and presentation skills.
  • Problem Solving: Strong critical thinking and problem-solving skills.
  • Account Management: Ability to manage client relationships and provide ongoing support.
  • Client Experience Branding: Understanding of client experience principles and practices.
  • Client Management: Ability to manage client expectations and provide personalized solutions.
  • Client Solutions Advisory: Ability to provide clients with tailored solutions to meet their financial goals.
  • Relationship Building: Ability to build strong relationships with clients and colleagues.
  • Business Development: Ability to identify and pursue business opportunities.
  • Pipeline Management: Ability to manage client relationships and identify new business opportunities.
  • Prospecting: Ability to identify and pursue new business opportunities.
  • Referral Identification: Ability to identify and pursue referrals.
  • Referral Management: Ability to manage referrals and identify new business opportunities.