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Relationship Banker

2 months ago

Abingdon, Maryland, United States Bank of America Full time
About the Role

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, 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 deep relationships with clients to gain in-depth knowledge of their financial and life priorities and connect them to solutions that meet their financial goals.
  • Execute the bank's risk culture and strive for operational excellence.
  • 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.
Requirements
  • 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.
  • 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.
  • Focused on results, while acting in the best interest of the client.
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 associate 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