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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

  • Demonstrate a strong work ethic, motivation, and focus on client-centered results.
  • Collaborate effectively and build and nurture strong relationships.
  • Identify solutions for new and existing clients based on their needs.
  • Communicate effectively and confidently and engage with all clients.
  • Learn and adapt to new information and technology platforms.
  • Educate clients on conducting simple transactions through ATM, online banking, and mobile banking.
  • Apply critical thinking and problem-solving skills to meet client needs.
  • Follow established processes and guidelines, acting in clients' and the bank's interests and adhering to applicable laws and regulations.
  • Manage time and capacity efficiently.
  • Work weekends and/or extended hours, and be available for scheduling at any financial center within a reasonable distance.
  • Have a high school diploma, GED, secondary school credential, or equivalent.
  • Desired: Have financial services experience and knowledge of financial services products and solutions.
  • Desired: Have one year of successful sales experience in a salary-plus-incentive environment with individual sales goals.
  • Desired: Have six months of cash handling experience.
  • Desired: Hold a bachelor's degree or a business-relevant associate's degree, such as business management, business administration, or finance.

Responsibilities

  • Engage clients in the lobby, educate them, and assist them with transactions using self-service resources such as mobile banking, online banking, or ATMs.
  • Accurately and efficiently process clients' cash transactions as needed.
  • Have in-depth conversations with clients to understand their financial and life priorities and connect them with solutions aligned with 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 processes and guidelines in daily activities, 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

  • Financial services experience and knowledge of financial services 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 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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