Relationship Banker

94-1687665 Bank of America, National Association; New York (NY); On-site; USD 40,000 - 55,000; Full time

Job summary

Bank of America, National Association is seeking a customer-focused associate to engage clients in the lobby, educate them on self-service resources, and assist with transactions through ATMs, online and mobile banking. You will process cash transactions accurately and build enduring client relationships.

Responsibilities include managing center traffic, scheduling, and outbound calls while aligning with bank policies to deliver a superior client experience.

Qualifications

• Strong work ethic with focus on results.
• Ability to learn and adapt to new information and technology platforms.
• Willingness to work weekends and/or extended hours as needed.

Responsibilities

• Educate and assist clients with transactions using self-service resources like mobile banking, online banking, and ATMs.
• Process cash transactions accurately and build relationships to meet clients' financial needs.
• Follow processes and guidelines to act in the best interest of clients and the bank, ensuring compliance with laws and regulations.
• Grow knowledge by collaborating with experts in small business, lending, and investments.
• Manage center traffic, appointments, and outreach calls to drive client experience and service quality.

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Job Overview

This role engages clients in the lobby to educate and assist with transactions through self‑service resources such as mobile banking, online banking, and ATMs. You will process cash transactions accurately, have deep conversations to understand clients’ financial priorities, and connect them to solutions that meet their goals.

Responsibilities

• Execute the bank’s risk culture and strive for operational excellence.
• Build relationships with clients to meet their financial needs.
• 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.
• Grow business knowledge and network by partnering with experts in small business, lending, and investments.
• Manage financial center traffic, appointments, and outbound calls effectively.
• Drive the client experience.
• Manage cash responsibilities.

Required Qualifications

• Enthusiastic, highly motivated self‑starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
• Collaborate effectively to get things done, building and nurturing strong relationships.
• Display passion, commitment, and drive to deliver an experience that improves our clients’ financial lives.
• Be confident in identifying solutions for new and existing clients based on their needs.
• Communicate effectively and confidently, and be comfortable engaging all clients.
• Have the ability to learn and adapt to new information and technology platforms.
• Be confident in educating clients on how to conduct simple banking transactions through self‑service technologies such as ATM, online banking, and mobile banking.
• Apply strong critical thinking and problem‑solving skills to meet clients’ needs.
• 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 manage time and capacity.
• Focus on results while acting in the best interest of the client.
• 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 a business‑relevant Associate’s Degree such as business management, business administration, or finance.

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 & Hours

1st shift (United States of America), 40 hours per week