Relationship Banker

6 days ago

Nashville, Tennessee, United States Bank of America Full time
Job Summary

At Bank of America, we are committed to helping our clients achieve their financial goals through personalized service and expert guidance. As a Relationship Banker - Financial Services Specialist, you will play a critical role in building and maintaining strong relationships with our clients, providing them with tailored financial solutions and exceptional customer service.

Key Responsibilities
  • 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.
  • Accurately and efficiently process cash transactions for clients as needed.
  • Build relationships with clients to meet their financial needs and provide them with personalized solutions.
  • Follow established processes and guidelines in daily activities to ensure the best possible outcomes for clients and the bank.
  • 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 by providing exceptional service and ensuring that clients' needs are met.
  • Manage cash responsibilities and maintain accurate records.
Requirements
  • Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results.
  • Collaborative team player with excellent communication and interpersonal skills.
  • Passionate about delivering an exceptional client experience and committed to building strong relationships.
  • Confident in identifying solutions for new and existing clients based on their needs.
  • Ability to learn and adapt to new information and technology platforms.
  • Strong critical thinking and problem-solving skills to meet clients' needs.
  • Efficient time management and capacity to handle multiple tasks and priorities.
  • Flexibility to work weekends and/or extended hours as needed.
Preferred Qualifications
  • Experience in financial services and knowledge of financial services industry, products, and solutions.
  • Demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
  • Cash handling experience.
  • Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration, or finance.

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