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Bank of America

Runs a US consumer bank, brokerage and investment bank

Relationship Banker

Retail & Commercial BankingPosted on Nov 13
Full-timeNo salary listed

About the Job

Requirements

  • Is an enthusiastic, highly motivated self-starter with a strong work ethic and focus on results, acting in the best interest of the client.
  • Collaborates effectively to accomplish work and build strong relationships.
  • Displays commitment to improving clients' financial lives.
  • Identifies solutions for new and existing clients based on their needs.
  • Communicates effectively and confidently and is comfortable engaging all clients.
  • Can learn and adapt to new information and technology platforms.
  • Can educate clients on conducting simple banking transactions through self-service technologies, including ATMs, online banking, and mobile banking.
  • Applies critical thinking and problem-solving skills to meet clients' needs.
  • Follows established processes and guidelines, acting in the best interest of clients and the bank and adhering to applicable laws and regulations.
  • Manages time and capacity efficiently.
  • Focuses on results while acting in the best interest of the client.
  • Can work weekends and/or extended hours and may be scheduled at any financial center within a reasonable distance.
  • Has a high school diploma, GED, secondary school qualification, or equivalent.

Responsibilities

  • Engages clients in the lobby to educate and assist them with transactions through mobile banking, online banking, and ATMs.
  • Accurately and efficiently processes cash transactions for clients as needed.
  • Has in-depth conversations with clients to understand their financial and life priorities and connects them to solutions that meet their financial goals.
  • Executes the bank's risk culture and strives for operational excellence.
  • Builds client relationships to meet financial needs.
  • Partners with experts in small business, lending, and investments to grow business knowledge and networks.
  • Manages financial center traffic, appointments, and outbound calls.
  • Drives the client experience.
  • Manages cash responsibilities.

Desired Qualifications

  • Has experience in financial services and knowledge of financial services products and solutions.
  • Has one year of successful sales experience in a salary-plus-incentive environment with individual sales goals.
  • Has six months of cash-handling experience.
  • Has a bachelor's degree or a business-relevant associate's degree, such as business management, business administration, or finance.

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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