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 contributions to shared success. We value diverse perspectives from all backgrounds and career paths, fostering resilience, leadership, and innovation. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development with clear expectations and role-specific flexibility.
About the role
This role is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, 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, 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 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
- 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 clients' financial lives
- Confident in identifying solutions for new and existing clients based on their needs
- Communicates effectively and confidently, comfortable engaging all clients
- Ability to learn and adapt to new information and technology platforms
- Confident in educating clients on how to conduct simple banking transactions through self-service technologies (e.g., ATM, online banking, mobile banking)
- Strong critical thinking and problem-solving skills to meet clients' needs
- Follows 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
- Focuses on results while acting in the best interest of the client
- Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance
Qualifications
- High School Diploma / GED / Secondary School or equivalent (minimum education requirement)
- Desired: Experience in financial services and knowledge of financial services industry, products, and solutions
- Desired: 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 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
Schedule
- 1st shift (United States of America)
- 40 hours per week