Relationship Banker - Scottsdale / Phoenix Area
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 fosters career development, recognizes performance, and supports wellness through affordable, competitive, and flexible benefits. We value diverse perspectives shaped by military service, education, and life experiences, which strengthen our workforce and impact communities positively.
Bank of America supports an in-office culture with clear expectations, flexibility based on role-specific needs, and opportunities to learn, grow, and make an impact. All designated roles require up to 5% travel and the ability to work weekends and/or extended hours, including being scheduled at any financial center location within a reasonable 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 ATM. You will process cash transactions accurately and efficiently while building client relationships to understand their financial priorities and connect 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 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 and providing solutions based on client needs.
- Effective communicator comfortable engaging all clients.
- Ability to learn and adapt to new information and technology platforms.
- Skilled in educating clients on self-service banking technologies (e.g., ATM, online, mobile).
- Strong critical thinking and problem-solving skills to meet client needs.
- Adheres to processes and guidelines while acting in the best interest of clients and the bank.
- Efficiently manages time and capacity.
- Must be able to work weekends and/or extended hours, including travel to financial center locations 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, 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