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Bank of America

Runs a US consumer bank, brokerage and investment bank

Relationship Banker

Retail & Commercial BankingPosted on Nov 11
Full-timeNo salary listed

About the Job

Requirements

  • An enthusiastic, highly motivated self-starter with a strong work ethic and focus on results, acting in the client's best interest.
  • Collaborates effectively, building and nurturing strong relationships.
  • Demonstrates commitment and drive to deliver an experience that improves 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 ATM, online banking, and mobile banking.
  • Applies critical thinking and problem-solving skills to meet clients' needs.
  • Follows established processes and guidelines, adhering to applicable laws and regulations.
  • Manages time and capacity efficiently.
  • Focuses on results while acting in the client's best interest.
  • Must be able to 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 credential, or equivalent.

Responsibilities

  • Engages clients in the lobby to educate and assist them with transactions through self-service resources such as mobile banking, online banking, or 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 relationships with clients to meet their financial needs.
  • Follows established processes and guidelines in daily activities, doing what is right for clients and the bank and adhering to applicable laws and regulations.
  • Grows business knowledge and network by partnering with experts in small business, lending, and investments.
  • Manages financial center traffic, appointments, and outbound calls effectively.
  • Drives the client experience.
  • Manages 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.
  • A bachelor's degree or a business-relevant associate's degree, such as business management, business administration, or finance.
  • Skills include 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, and 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

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