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Bank of America

Runs a US consumer bank, brokerage and investment bank

Relationship Banker

Retail & Commercial BankingPosted on Nov 9
Full-timePortland, OR, USANo salary listedIn-person

About the Job

Requirements

  • Must have a high school diploma, GED, secondary school qualification, or equivalent.
  • Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance.
  • Must be confident identifying solutions for new and existing clients based on their needs.
  • Must communicate effectively and confidently and be comfortable engaging all clients.
  • Must be able to learn and adapt to new information and technology platforms.
  • Must be confident educating clients on conducting simple banking transactions through self-service technologies such as ATMs, online banking, and mobile banking.
  • Must apply critical-thinking and problem-solving skills to meet clients’ needs.
  • Must follow established processes and guidelines, comply with applicable laws and regulations, and act in the best interest of clients and the bank.
  • Must efficiently manage time and capacity.
  • Desired experience includes financial services experience and knowledge of financial services products and solutions.
  • Desired experience includes one year of successful sales experience in a salary-plus-incentive environment with individual sales goals.
  • Desired experience includes six months of cash-handling experience.

Responsibilities

  • Engage clients in the lobby to educate and assist them with transactions through mobile banking, online banking, ATMs, and other self-service resources.
  • Accurately and efficiently process cash transactions for clients as needed.
  • Have in-depth conversations with clients to understand their financial and life priorities and connect them with solutions that meet their financial goals.
  • Execute the bank’s risk culture and strive for operational excellence.
  • Build client relationships to meet financial needs.
  • Partner with experts in small business, lending, and investments to grow business knowledge and networks.
  • Manage financial center traffic, appointments, and outbound calls effectively.
  • Drive the client experience.
  • Manage cash responsibilities.

Desired Qualifications

  • A Bachelor's degree or a business-relevant Associate’s degree, such as business management, business administration, or finance.
  • 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.

About the Company

Bank of America

Runs a US consumer bank, brokerage and investment bank

Bank of America runs one of the largest US banks, serving consumers, small businesses, wealthy families, corporations and institutional investors. Alongside checking accounts, credit cards, mortgages and business loans, it owns the Merrill brokerage, a private bank for wealthy clients and a global investment bank that advises on deals and trades stocks and bonds. Customers reach it through thousands of branches and ATMs and its mobile banking app. It earns money mainly from the gap between what it charges on loans and pays on deposits, plus fees from advice, asset management, deal work and trading. It grew from a San Francisco bank founded in 1904 and is headquartered in Charlotte, North Carolina.

Company size
10,001+
Company stage
IPO
Headquarters
Charlotte, NC
Founded
1904

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