Relationship Banker
Listed on 2026-01-26
-
Finance & Banking
Banking & Finance, Financial Sales -
Sales
Banking & Finance, Financial Sales
Overview
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, including our commitment to an inclusive workplace, attracting and developing talent, supporting teammates’ wellbeing, recognizing and rewarding performance, and making an impact in the communities we serve.
The position is open for the entire market and the specific Financial Center location will be based on business needs. If offered a position, you will train at one financial center and may move to another location within a reasonable commuting distance as permitted by applicable law. Training location will be determined by business requirements.
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. The role involves accurately and efficiently processing cash transactions for clients as needed and having deep conversations with clients to understand their financial and life priorities and connect them to solutions that meet their financial goals.
Responsibilities- Engage clients in the lobby to educate and assist with transactions through self-service resources (mobile banking, online banking, ATM).
- Accurately and efficiently process cash transactions for clients as needed.
- Have in-depth conversations with clients to understand their financial and life priorities and connect them to appropriate solutions.
- Enthusiastic, highly motivated self-starter with a strong work ethic and a focus on results, acting in the best interest of the client
- Collaborates effectively to get things done and builds strong relationships
- Displays passion, commitment and drive to deliver an experience that improves clients’ financial lives
- Confident in identifying solutions for new and existing clients based on their needs
- Effective and confident communication; comfortable engaging all clients
- Ability to learn and adapt to new information and technology platforms
- Confident in educating clients on how to conduct simple banking transactions through self-service technologies (ATM, online banking, mobile banking)
- Applies strong critical thinking and problem-solving skills to meet clients’ needs
- Follows established processes and guidelines to act in the best interest of clients and the bank, adhering to applicable laws and regulations
- Manages time and capacity efficiently
- Focuses on results while acting in the best interest of the client
- Flexible to work weekends and/or extended hours as needed
- 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
- Bachelor’s Degree or business-relevant Associate’s Degree such as business management, business administration or finance
- 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
High School Diploma / GED / Secondary School or equivalent
Additional DetailsThis job will be open and accepting applications for a minimum of seven days from the date it was posted.
Shift1st shift (United States of America)
Hours Per Week40
#J-18808-Ljbffr(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).