Relationship Banker

CSI; Tigard (OR); On-site; USD 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a Relationship Banker to enhance clients' financial lives through exceptional service and relationship building. This role involves executing the bank's risk culture and operational excellence while managing client interactions and financial center operations. The ideal candidate will be an enthusiastic self-starter with a strong focus on results, capable of adapting to new technologies and providing solutions tailored to client needs. Join a diverse and inclusive workplace that values growth and offers competitive benefits, making a meaningful impact in the community.

Qualifications

• Strong work ethic and focus on results in client interests.
• Ability to learn and adapt to new technology platforms.

Responsibilities

• Build relationships with clients to meet their financial needs.
• Manage financial center traffic and drive client experience.

Skills

Customer Relationship Management

Sales Skills

Problem-Solving

Time Management

Communication Skills

Education

High School Diploma

Bachelor's Degree in Business or Finance

Tools

Online Banking Platforms

ATM Technologies

Job description

Relationship Banker

Portland, Oregon; Hillsboro, Oregon; Tigard, Oregon; Beaverton, Oregon

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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Responsibilities:

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.
6. Drives the client experience.
7. Manages cash responsibilities.

Required Qualifications:

1. Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
2. Collaborates effectively to get things done, building and nurturing strong relationships.
3. Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.
4. Is confident in identifying solutions for new and existing clients based on their needs.
5. Communicates effectively and confidently, and is comfortable engaging all clients.
6. Has the ability to learn and adapt to new information and technology platforms.
7. Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).
8. Applies strong critical thinking and problem-solving skills to meet clients’ needs.
9. 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.
10. Efficiently manages time and capacity.
11. Focuses on results, while acting in the best interest of the client.
12. Can be flexible to work weekends and/or extended hours as needed.

Desired Qualifications:

1. Experience in financial services and knowledge of financial services industry, products and solutions.
2. One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
3. Six months of cash handling experience.
4. Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance.

Minimum Education Requirement:

High School Diploma / GED / Secondary School or equivalent.

Shift:

1st shift (United States of America)

Hours Per Week:

40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws.