B

Bank of America

Runs a US consumer bank, brokerage and investment bank

Relationship Banker

Retail & Commercial BankingUpdated on Nov 13
Full-time$25 - $26.77 /hrIn-person

About the Job

Requirements

  • Minimum education requirement is a high school diploma, GED, secondary school credential, or equivalent.
  • Must be an enthusiastic, highly motivated self-starter with a strong work ethic and focus on results while acting in clients' best interests.
  • Must collaborate effectively and build and nurture strong relationships.
  • Must be confident identifying solutions for new and existing clients based on their needs.
  • Must communicate effectively and confidently and feel 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, act in clients' and the bank's best interests, and comply with applicable laws and regulations.
  • Must efficiently manage time and capacity and focus on results.
  • Must be able to work weekends and/or extended hours, including potential scheduling at any financial center within a reasonable distance.
  • Must have a bachelor's degree or business-relevant associate's degree, such as business management, business administration, or finance (desired qualification).

Responsibilities

  • Engage clients in the lobby to educate and assist them with transactions using self-service resources such as mobile banking, online banking, or ATMs.
  • Accurately and efficiently process cash transactions for clients as needed.
  • Conduct in-depth conversations to understand clients' 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 relationships with clients to meet their financial needs.
  • Follow established daily processes and guidelines, doing what is right for clients and the bank and adhering to applicable laws and regulations.
  • Grow business knowledge and networks 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.

Desired Qualifications

  • Experience in financial services and knowledge of the 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.
  • Adaptability.
  • Business acumen.
  • Customer and client focus.
  • Oral communication.
  • Problem-solving.
  • Account management.
  • Client experience branding.
  • Client management.
  • Client solutions advisory.
  • Relationship building.
  • Business development.
  • Pipeline management.
  • Prospecting.
  • Referral identification.
  • Referral management.

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

Recently Posted Jobs

Explore more opportunities at Bank of America

See more jobs