Relationship Banker - Hampton Roads Market - Virginia Beach Area

Bank of America; Virginia Beach (VA); On-site; USD 40,000 - 65,000; Full time

Job summary

A leading company in financial services is seeking to hire a client engagement specialist to assist clients in the lobby with transactions through various self-service technologies. This role involves building strong relationships with clients, understanding their financial priorities, and ensuring operational excellence. The ideal candidate will have a strong work ethic, effective communication skills, and a commitment to delivering exceptional client experiences.

Qualifications

• Ability to learn and adapt to new information and technology platforms.
• Experience in financial services and knowledge of financial industry products.
• One year of successful sales experience in a salary plus incentive environment.

Responsibilities

• Educates and assists clients in conducting transactions through self-service resources.
• Builds relationships with clients to meet their financial needs.
• Manages financial center traffic and client appoinments effectively.

Skills

Business Acumen

Customer and Client Focus

Oral Communications

Problem Solving

Account Management

Client Experience Branding

Client Management

Client Solutions Advisory

Relationship Building

Business Development

Prospecting

Referral Identification

Referral Management

Education

High School Diploma / GED

Associate’s Degree in business management, business administration or finance

Job description

This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having 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.

Responsibilities :

• Executes the bank's risk culture and strives for operational excellence
• Builds relationships with clients to meet financial needs
• 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
• Grows business knowledge and network by partnering with experts in small business, lending, and investments
• Manages financial center traffic, appointments, and outbound calls effectively
• Drives the client experience
• Manages cash responsibilities

Required Qualifications :

• 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
• 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
• Is confident in identifying solutions for new and existing clients based on their needs
• Communicates effectively and confidently and is comfortable engaging all clients
• Has the ability to learn and adapt to new information and technology platforms
• Is 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
• Can 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 business-relevant Associate’s Degree such as business management, business administration or finance

Skills :

• Business Acumen
• Customer and Client Focus
• Oral Communications
• Problem Solving
• Account Management
• Client Experience Branding
• Client Management
• Client Solutions Advisory
• Relationship Building
• Business Development
• Prospecting
• Referral Identification
• Referral Management

Minimum Education Requirement : High School Diploma / GED / Secondary School or equivalent