Relationship Banker
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We drive Responsible Growth and deliver for our clients, teammates, communities, and shareholders every day. Our inclusive workplace supports every teammate’s success, career growth, and well-being through affordable, competitive, and flexible benefits. We value diverse perspectives shaped by military service, community college education, and varied work and life experiences, fostering resilience, leadership, and innovation.
Bank of America embraces an in-office culture that supports collaboration, engagement, and career development, with clear in-office expectations and role-specific flexibility. This position is open market-wide, and the specific Financial Center location will be assigned based on business needs. Training will occur at one financial center, with potential relocation to another location within a reasonable commuting distance.
About the role
This role engages clients in the lobby to educate and assist with self-service transactions, such as mobile banking, online banking, or ATMs. You will process cash transactions accurately and efficiently while having deep conversations with clients to understand their financial and life priorities, connecting them to solutions that meet their goals.
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 to ensure compliance with 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 and manage cash responsibilities.
Requirements
- Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results.
- Collaborates effectively and builds strong relationships.
- Passionate about delivering an experience that improves clients’ financial lives.
- Confident in identifying solutions for new and existing clients based on their needs.
- Communicates effectively and engages all clients with confidence.
- Ability to learn and adapt to new information and technology platforms.
- Confident in educating clients on self-service banking technologies (e.g., ATM, online, mobile banking).
- Strong critical thinking and problem-solving skills to meet clients’ needs.
- Follows established processes and guidelines to ensure compliance with laws and regulations.
- Efficiently manages time and capacity while focusing on results.
- Must be able to work weekends and/or extended hours, including being scheduled at any financial center within a reasonable distance.
Qualifications
- One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals (desired).
- Six months of cash handling experience (desired).
- Bachelor’s Degree or business-relevant Associate’s Degree (e.g., business management, business administration, or finance) (desired).
- Experience in financial services and knowledge of industry products and solutions (desired).
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
Schedule
- 1st shift (United States of America)
- 40 hours per week