Relationship Banker - PA North Market

NYC Department of Finance; Newtown Township (Bucks County); On-site; USD 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a Relationship Banker to enhance client interactions and drive financial growth. This role involves engaging clients, educating them on self-service banking solutions, and efficiently processing transactions. Ideal candidates will possess strong communication and critical thinking skills, along with a passion for improving clients' financial lives. Join a diverse and inclusive workplace that values growth and development, where your contributions will make a meaningful impact on the community. This is an exciting opportunity to build a rewarding career in financial services.

Qualifications

• Strong self-starter with a focus on client satisfaction and results.
• Ability to learn and adapt to new technologies and platforms.

Responsibilities

• Engage clients in the lobby and assist with transactions.
• Build relationships to meet financial needs and drive client experience.

Skills

Client Engagement

Cash Handling

Communication Skills

Critical Thinking

Problem-Solving

Relationship Building

Time Management

Adaptability

Education

High School Diploma / GED

Bachelor's Degree in Business or Finance

Associate’s Degree in Business Management

Job description

Relationship Banker - PA North Market

Warrington, Pennsylvania; Lahaska, Pennsylvania; Feasterville-Trevose, Pennsylvania; Lansdale, Pennsylvania; Langhorne, Pennsylvania; Newtown, Pennsylvania; Southampton, Pennsylvania

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!

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:

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.