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Relationship Banker

Relationship Banker

Bank of AmericaFrisco, TX, US
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Job Opportunity

At Bank of America, we are committed to making financial lives better through the power of every connection. We aim to deliver responsible growth for our clients, teammates, communities, and shareholders. We strive to be a diverse and inclusive workplace, offering competitive benefits to support our teammates' physical, emotional, and financial well-being. We believe in the importance of working together and offer flexibility to our employees.

This position is open for the entire market, and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center and then potentially move to another location within a reasonable commuting distance of your home to the extent permitted by applicable law.

Job Description : 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 include 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 bank's 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
  • Efficiently manages time and capacity
  • Focuses on results, while acting in the best interest of the client
  • Can be flexible to work weekends and / or extended hours as needed
  • 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
  • Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
  • Bilingual skills in Spanish
  • 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 / Secondary School or equivalent

    Shift : 1st shift (United States of America)

    Hours Per Week : 40

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