Relationship Banker - PA North Market

Bank of America; Whitehall (Lehigh County); On-site; USD 35,000 - 65,000; Full time

Job summary

An established industry player is seeking motivated individuals to join their team and help enhance clients' financial lives. In this role, you will engage with clients, assist them with transactions, and build strong relationships to understand their financial goals. Your ability to adapt and learn new technologies will be crucial in delivering exceptional service. This position offers a dynamic work environment where your contributions will directly impact client satisfaction and drive business growth. If you're passionate about helping others and thrive in a collaborative setting, this opportunity is perfect for you.

Qualifications

• Strong work ethic and focus on results, acting in the best interest of the client.
• Ability to learn and adapt to new information and technology platforms.

Responsibilities

• Engages clients to assist with transactions through self-service resources.
• Builds relationships with clients to meet their financial needs.
• Manages cash responsibilities and drives the client experience.

Skills

Adaptability

Business Acumen

Customer and Client Focus

Oral Communications

Problem Solving

Account Management

Relationship Building

Business Development

Education

High School Diploma / GED

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. Engages 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 processes cash transactions for clients as needed.
3. Has deep conversations with clients to gain in-depth knowledge of their financial and life priorities and connects clients to solutions that meet their financial goals.
4. Executes the bank's risk culture and strives for operational excellence.
5. Builds relationships with clients to meet financial needs.
6. 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.
7. Grows business knowledge and network by partnering with experts in small business, lending, and investments.
8. Manages financial center traffic, appointments, and outbound calls effectively.
9. Drives the client experience.
10. Manages 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. Applies strong critical thinking and problem-solving skills to meet clients’ needs.
9. 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.
10. Efficiently manages time and capacity.
11. Focuses on results, while acting in the best interest of the client.
12. 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