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 backgrounds and experiences—including military service, community college education, and varied career paths—as they strengthen our workforce and enrich the communities we serve.
Bank of America fosters an in-office culture that emphasizes collaboration, engagement, and career development. While in-office expectations are clear, we provide flexibility based on role-specific responsibilities and business needs. 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 of your home, as permitted by applicable law.
About the role
This role engages clients in the lobby to educate and assist with self-service banking transactions, such as mobile banking, online banking, or ATM. You will process cash transactions accurately and efficiently while building relationships to understand clients’ financial and life priorities. By connecting clients to tailored solutions, you will help them achieve their financial 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 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 by identifying and delivering solutions for new and existing clients.
- Manage cash responsibilities and educate clients on self-service technologies (e.g., ATM, online banking, mobile banking).
- Apply strong critical thinking and problem-solving skills to meet clients’ needs.
- Efficiently manage time and capacity while focusing on results and acting in the client’s best interest.
Requirements
- High School Diploma, GED, or equivalent.
- Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results.
- Ability to collaborate effectively and build strong relationships.
- Passion and commitment to improving clients’ financial lives.
- Confidence in identifying and delivering client solutions based on needs.
- Strong communication skills and comfort engaging all clients.
- Ability to learn and adapt to new information and technology platforms.
- Must be able to work weekends and/or extended hours, including potential scheduling at any financial center within a reasonable distance.
Qualifications
- Desired: Experience in financial services and knowledge of industry products and solutions.
- Desired: One year of 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).
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