Job Profile: Relationship Banker
Company Name: Bank of America
Bank of America
• Denton, TX, United States
• via Bank Of America Careers
• 12 days ago
• Full–time
Job highlights
Identified by Google from the original job post
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
- Focuses on results, while acting in the best interest of the client
- Can be flexible to work weekends and/or extended hours as needed
- Adaptability
- Business Acumen
- Customer and Client Focus
- Oral Communications
- Problem Solving
- Account Management
- Client Experience Branding
- Client Management
- Business Development
- Pipeline Management
- Prospecting
- Referral Identification
- Referral Management
- High School Diploma / GED / Secondary School or equivalent
Responsibilities
- 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
- 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
- Efficiently manages time and capacity
- Client Solutions Advisory
Job description for Bank of America
Job Description:
At Bank of America, our mission is centered on enhancing financial lives through the strength of every connection we foster. Responsible Growth is the foundation of our operations, guiding how we serve our clients, support our teammates, engage with our communities, and deliver value to our shareholders on a daily basis.
A crucial element of promoting Responsible Growth is our commitment to creating an exceptional workplace for our global team members. We are dedicated to fostering a diverse and inclusive environment, welcoming individuals from various backgrounds and experiences. We prioritize the well-being of our teammates and their families by providing competitive benefits that support their physical, emotional, and financial health.
Bank of America recognizes the significance of collaboration while also offering flexibility to our employees. Our approach to flexibility is multifaceted, tailored to the diverse roles within our organization.
A career at Bank of America presents numerous opportunities for professional development, personal growth, and the chance to make a meaningful impact. We invite you to join us!
- This position is available across the entire market, with the specific Financial Center location determined by business requirements. If you receive a job offer, you will undergo training at one financial center and may subsequently be assigned to another location within a reasonable commuting distance from your home, in accordance with applicable laws.*
Job Description:
This role involves engaging clients in the lobby to provide education and assistance with transactions utilizing self-service options, such as mobile banking, online banking, or ATMs. Key responsibilities include accurately and efficiently processing cash transactions for clients as necessary. Job expectations entail conducting in-depth discussions with clients to understand their financial and life priorities, thereby connecting them with solutions that align with their financial objectives.
Responsibilities:
- Upholds the bank’s risk culture and pursues operational excellence.
- Cultivates relationships with clients to fulfill their 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.
• 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 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
