Relationship Banking Specialist

Bank of America; Stafford Township (NJ); Vor Ort; USD 35.000 - 52.000; Vollzeit

Zusammenfassung

Bank of America in the United States (Stafford Township, NJ) seeks a customer-focused banking professional to engage clients in-branch and educate on self-service options. You will process cash transactions, build client relationships, and connect customers to financial solutions that meet their goals.

The role emphasizes deep client conversations, risk-awareness, and adherence to laws and bank policies, with weekend/extended hours as needed.

Qualifikationen

• Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results.
• 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.
• Confident in identifying solutions for new and existing clients based on their needs.
• Communicates effectively and confidently and is comfortable engaging all clients.
• Learns and adapts to new information and technology platforms.
• Confident in educating clients on how to conduct simple banking transactions through self-service technologies.
• Applies strong critical thinking and problem-solving skills.
• 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.
• Efficiently manages time and capacity.
• Focuses on results while acting in the best interest of the client.
• Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance.
• 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.

Aufgaben

• 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.

Kenntnisse

Adaptability

Business Acumen

Customer 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

Ausbildung

High School Diploma / GED / Secondary School or equivalent

Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance

Jobbeschreibung

Bank of America in the United States (Stafford Township, NJ) seeks a customer-focused banking professional to engage clients in-branch and educate on self-service options. You will process cash transactions, build client relationships, and connect customers to financial solutions that meet their goals.

The role emphasizes deep client conversations, risk-awareness, and adherence to laws and bank policies, with weekend/extended hours as needed.