Relationship Banker
7 days ago
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 with clients in the lobby to educate and assist with conducting transactions through self-service resources. You will also be responsible for accurately and efficiently processing cash transactions for clients as needed.
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:
- Is an 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
- Is 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
- Is 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
- Focusing on results, while acting in the best interest of the client
- Can 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 Associates Degree such as business management, business administration, or finance
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Relationship Banker
3 days ago
Tarrytown, New York, United States Wells Fargo Full timeAbout Wells FargoAt Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all of the elements that help you thrive, in one place. We offer a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. We're recognized for it, too - Wells Fargo ranked in the top...