Relationship Banker - Coastal Carolinas Market - Nc Area

Bank of America Bank of America · Banking · New Bern +1

This role is a Relationship Banker at Bank of America, focused on client engagement, transaction processing, and connecting clients with financial solutions. It emphasizes building relationships, understanding client needs, and promoting self-service banking technologies. The role requires strong communication, problem-solving, and sales skills within a regulated financial environment.

What you'd actually do

  1. Executes the bank's risk culture and strives for operational excellence
  2. Builds relationships with clients to meet financial needs
  3. 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
  4. Grows business knowledge and network by partnering with experts in small business, lending, and investments
  5. Manages financial center traffic, appointments, and outbound calls effectively

Skills

Required

  • 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
  • Confident in identifying solutions for new and existing clients based on their needs
  • Communicates effectively and confidently and is comfortable engaging all clients
  • Ability to learn and adapt to new information and technology platforms
  • 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
  • Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance

Nice to have

  • 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

What the JD emphasized

  • adhering to all applicable laws and regulations