Relationship Banker

Relationship Banker at Bank of America

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Job Description

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

About the Role

This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed.

Job Expectations

• Having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.

Responsibilities

• Executes the banks risk culture and strives for operational excellence
• Builds relationships with clients to meet financial needs
• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all 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

Required Qualifications

Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.

• Collaborates effectively to get things done, building and nurturing strong relationships
• Displays passion, commitment, and drive to deliver an experience that improves our clients financial lives
• Is confident in identifying solutions for new and existing clients based on their needs
• Communicates effectively and confidently and is comfortable engaging all clients
• Has the ability to learn and adapt to new information and technology platforms
• Is confident in educating clients on how to conduct simple banking transactions through self-service technologies, for example, ATM, online banking, mobile banking
• Applies strong critical thinking and problem-solving skills to meet clients needs
• Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Efficiently manages time and capacity
• Focuses on results while acting in the best interest of the client
• Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance

Desired Qualifications

• 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
• Bachelors Degree or business-relevant Associates Degree, such as business management, business administration, or finance

Skills

• Adaptability
• Business Acumen
• Customer and Client Focus
• Oral Communications
• Problem Solving
• Account Management
• Client Experience
• Branding
• Client Management
• Client Solutions Advisory
• Relationship Building
• Business Development
• Pipeline Management
• Prospecting
• Referral Identification
• Referral Management

Minimum Education Requirement

High School Diploma, GED, or Secondary School or equivalent

Shift

1st shift

Hours Per Week

40

Learn More About This Role

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Music in background throughout Bankers working with clients in-person and on video chat.

My Experience as a Relationship Banker at Bank of America

As a Relationship Banker at Bank of America, my job is to develop lasting relationships with the clients I serve. Its important to me to provide personalized client care while helping people navigate complex financial decisions. Right from the beginning of my career with Bank of America, I was set up for success.

Onboarding and Training

The onboarding and training I received through Bank of Americas award-winning Academy offered personalized support, dedicated training time, and coaching that helped me prepare for the job. Not only am I able to handle all types of transactions, I also help clients figure out what matters most to them, so I can provide solutions and guidance to meet their financial needs. I am always learning, and it is critical that I maintain my credibility by keeping up to date with our products, services, tools, and resources.

Client Interactions

I meet with clients regularly, either in-person or virtually, to fulfill their account maintenance needs. I help them adapt to new digital solutions, like using the various capabilities of our Mobile Banking App, and can assist with any transactions needed in the Financial Center. Staying up-to-date on the latest digital tools and educating my clients is key to my success.

Working with Clients

I have to be efficient and know how to leverage the expertise of my teammates. Some days are more challenging than others. Between helping clients adopt new technologies, attending team meetings, and nurturing client relationships, I stay pretty busy. Sometimes I work weekends or extended hours, but my role gives me the opportunity to learn the basics of banking and client management.

Opportunities for Growth

There are many opportunities for growth and career progression, whether Im looking to advance to a leadership position or specialize in lending, small business, or investments. There are so many great benefits, including paid time off, competitive pay, and healthcare, childcare reimbursement, and even tuition reimbursement.

Competitive Benefits

• 401K
• Medical, Dental, & Vision
• 16 Weeks Paternity/Maternity
• Employee Discount Program
• Childcare Reimbursement
• Tuition Reimbursement

Im Grateful to Work for Bank of America

I know Bank of America is invested in helping me reach my full potential, so I can help my clients reach theirs. We all have goals. Pursue yours at Bank of America.

Bank of America Logo

On Screen Disclosures

Bank of America and its affiliates recruit and hire qualified candidates without regard to race, religion, color, sexual orientation, gender, gender identity, age, national origin, ancestry, citizenship, protected veteran or disability, or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concepts of equal employment opportunity and affirmative action in accordance with all applicable federal, state, provincial, and municipal laws. We also prohibit discrimination on other bases such as ancestry, medical condition, or marital status under applicable laws. Candidates must possess authorization to work in the United States, as it is not the practice of Bank of America to sponsor individuals for work visas.

Copyright 2023 Bank of America Corporation. All rights reserved.

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