Relationship Banker - PA North Market

Twyford Law Office; Langhorne (Bucks County); On-site; USD 40,000 - 80,000; Full time

Job summary

An established industry player is seeking motivated individuals to join their team in transforming financial lives. This role involves engaging with clients, processing transactions, and providing tailored financial solutions. You'll have the opportunity to develop strong relationships while working in a dynamic environment that prioritizes diversity and inclusion. With a focus on personal and professional growth, this position offers a chance to make a meaningful impact in the community and advance your career in the financial services sector. If you're passionate about helping others and thrive in a collaborative setting, this is the perfect opportunity for you.

Qualifications

• Self-starter with a strong work ethic focused on client interests.
• Ability to learn and adapt to new information and technology.

Responsibilities

• Engaging clients to assist with transactions through self-service resources.
• Building relationships with clients to meet their financial 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

Bachelor's Degree or Associate’s Degree in Business

Job description

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.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Responsibilities:

1. Engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM.
2. Accurately and efficiently processing cash transactions for clients as needed.
3. Having deep conversations with clients to gain in-depth knowledge of their financial and life priorities and connecting clients to solutions that meet their financial goals.
4. Executing the bank's risk culture and striving for operational excellence.
5. Building relationships with clients to meet financial needs.
6. Following established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
7. Growing business knowledge and network by partnering with experts in small business, lending, and investments.
8. Managing financial center traffic, appointments, and outbound calls effectively.
9. Driving the client experience.
10. Managing cash responsibilities.

Required Qualifications:

1. 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. 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. Ability to learn and adapt to new information and technology platforms.
7. Confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).
8. Strong critical thinking and problem-solving skills to meet clients’ needs.
9. Efficiently manages time and capacity.
10. Focuses on results, while acting in the best interest of the client.
11. 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.

Skills:

1. Adaptability
2. Business Acumen
3. Customer and Client Focus
4. Oral Communications
5. Problem Solving
6. Account Management
7. Client Experience Branding
8. Client Management
9. Client Solutions Advisory
10. Relationship Building
11. Business Development
12. Pipeline Management
13. Prospecting
14. Referral Identification
15. Referral Management

Minimum Education Requirement:

High School Diploma / GED / Secondary School or equivalent

Shift:

1st shift (United States of America)

Hours Per Week:

40