Relationship Banker

Bank of America Bank of America · Banking · Seattle, WA

This role focuses on client engagement within a financial center, assisting with self-service transactions, processing cash, and having in-depth conversations to understand client financial priorities and connect them to relevant banking solutions. It emphasizes building relationships, operational excellence, and adhering to regulations.

What you'd actually do

  1. Engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM.
  2. Accurately and efficiently processing cash transactions for clients as needed.
  3. 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.
  4. Executes the bank's risk culture and strives for operational excellence
  5. Builds relationships with clients to meet financial needs

Skills

Required

  • 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

What the JD emphasized

  • adhering to all applicable laws and regulations