Relationship Banker - Indianapolis Market

Bank of America; Indianapolis (IN); On-site; USD 35,000 - 60,000; Full time

Job summary

Bank of America is seeking motivated individuals for a client engagement role in Indianapolis. The position involves educating clients on self-service banking solutions and effectively managing cash transactions.

Successful candidates will have a Bachelor’s Degree or relevant experience, strong communication skills, and a passion for enhancing the client experience. This role requires collaboration and problem-solving skills while adhering to legal and operational guidelines.

Qualifications

• Enthusiastic self-starter with a strong work ethic.
• Collaborate effectively and nurture strong relationships.
• Confident in educating clients on banking transactions.
• Apply strong critical thinking to meet client needs.
• Be flexible to work weekends or extended hours as needed.

Responsibilities

• Execute the bank’s risk culture and strive for operational excellence.
• Build relationships with clients to meet their financial needs.
• Drive the client experience and manage cash responsibilities.
• Educate clients on self-service technologies.

Skills

Client engagement

Problem-solving

Relationship building

Cash handling

Time management

Sales experience

Communication

Adaptability

Education

Bachelor’s Degree or relevant Associate’s Degree

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

• Execute the bank’s risk culture and strive for operational excellence.
• Build relationships with clients to meet 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 (e.g., ATM, online banking, 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 business‑relevant Associate’s Degree such as business management, business administration or finance.

Shift & Hours

Shift: 1st shift (United States of America)

Hours per week: 40