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Relationship Banker
Bank of America. Engage clients in the lobby to educate and assist with transactions through mobile banking, online banking, ATM, and other self-service resources .
About the role
Key responsibilities & impact- Engage clients in the lobby to educate and assist with transactions through mobile banking, online banking, ATM, and other self-service resources
- Accurately and efficiently process cash transactions
- Conduct deep conversations to understand clients' financial and life priorities
- Connect clients to solutions that meet their financial goals
- Execute the bank's risk culture and pursue operational excellence
- Build client relationships to meet financial needs
- Follow established processes and guidelines while adhering to applicable laws and regulations
- Partner with small business, lending, and investment experts to grow business knowledge and network
- Manage financial center traffic, appointments, and outbound calls
- Drive the client experience
- Manage cash responsibilities
Requirements
What you’ll need- Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results
- Collaborates effectively to build and nurture strong relationships
- Passion, commitment and drive to improve clients' financial lives
- Ability to identify 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
- Ability to educate clients on ATM, online banking, and mobile banking self-service technologies
- Strong critical thinking and problem-solving skills
- Ability to follow established processes, guidelines, laws, and regulations
- Efficient time and capacity management
- Must be able to work weekends and/or extended hours, including at any financial center within a reasonable distance
- High School Diploma / GED / Secondary School or equivalent
- 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
Benefits
Comp & perks- Affordable, competitive and flexible benefits
- Support for physical, emotional, and financial wellness
- Opportunities to learn, grow, and make an impact
- Paid time off
- Resources and support for employees
- Benefits eligible