Relationship Banker

Bank of America Bank of America · Banking · Thornton

This role is a Relationship Banker at Bank of America, focused on client engagement, assisting with self-service banking, processing transactions, and identifying client financial needs and solutions. It requires strong interpersonal, sales, and problem-solving skills, with a focus on customer service and adherence to regulations.

What you'd actually do

  1. Engage 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 process cash transactions for clients as needed.
  3. Have 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.

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
  • High School Diploma / GED / Secondary School or equivalent

Nice to have

  • 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​

What the JD emphasized

  • adhering to all applicable laws and regulations