Relationship Banker

Bank of America; Spanish Fork (UT); On-site; USD 40,000 - 55,000; Full time

Job summary

A leading financial institution is seeking an entry-level position to engage and assist clients in transactions through self-service resources. This role requires educating clients on mobile banking and ATM usage while providing accurate cash transaction processing. Ideal candidates will possess strong communication skills, adaptability, and a focus on customer service. Responsibilities include understanding clients' financial priorities and connecting them with suitable solutions. The role offers full-time employment with a commitment to improving client experiences.

Qualifications

• Enthusiastic self-starter with a focus on results.
• Excellent collaborative skills for strong relationships.
• Passionate about improving client experiences.
• Effective communication and comfort engaging clients.
• Strong time management and adaptability skills.

Responsibilities

• Process cash transactions accurately for clients.
• Educate clients on self-service banking technologies.
• Engage in discussions to understand client needs.

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

Education

High School Diploma / GED / Secondary School or equivalent

Job description

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

This role involves engaging clients in the lobby to educate and assist with transactions via self-service resources such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients, engaging in deep conversations to understand financial priorities, and connecting clients to solutions that meet their financial goals.

This position is open for the entire market and the specific Financial Center location will be based on business needs. If offered, you will train at one financial center and may move to another within a reasonable commuting distance.

Responsibilities

• Accurately and efficiently process cash transactions for clients.
• Engage clients in the lobby to educate and assist with self-service banking technologies.
• Conduct deep conversations to understand clients' financial and life priorities and connect them to the appropriate solutions.

Required Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results.
• Excellent collaborative skills, building and nurturing strong relationships.
• Passion, commitment and drive to deliver improved client experiences.
• Confidence in identifying solutions for new and existing clients based on their needs.
• Effective communication skills and comfort engaging all clients.
• Adaptability to learn and adopt new information and technology platforms.
• Ability to educate clients on how to use self-service technologies (ATM, online banking, mobile banking).
• Strong critical thinking and problem-solving skills to meet clients' needs.
• Will follow established processes and guidelines in daily activities, 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.

Preferred 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’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

Job Details

• Seniority Level: Entry level
• Employment Type: Full-time
• Job Function: Finance and Sales
• Industry: Banking
• Shift: 1st shift (United States of America)
• Hours Per Week: 40
• Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent