Relationship Banker

7 days ago


Tarrytown, New York, United States Bank of America Full time
Job Description:

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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