
Relationship Banker
Required skills
- focus on results
- client interest
- relationship building
- identifying solutions
- technology platforms
- self-service technologies
- ATM
- online banking
- mobile banking
- laws and regulations
Nice to have
- financial services industry
- financial services products
- financial services solutions
- sales experience
- individual sales goals
- cash handling
Role summary
Bank of America is seeking a Relationship Banker to engage clients in the lobby, educate them on self-service options like mobile and online banking, and process cash transactions. The role involves building client relationships, understanding their financial needs and goals, and connecting them to appropriate solutions. Responsibilities include adhering to risk culture and regulations, managing financial center traffic, and driving the client experience. The ideal candidate is a motivated self-starter with strong communication, problem-solving, and critical thinking skills, comfortable educating clients on technology and managing cash. Experience in financial services and sales is preferred.
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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
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:
- 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
Required Qualifications:
- 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
- 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
- Is confident in identifying solutions for new and existing clients based on their needs
- Communicates effectively and confidently and is comfortable engaging all clients
- Has the ability to learn and adapt to new information and technology platforms
- Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
- Applies strong critical thinking and problem-solving skills to meet clients' needs
- 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
- 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
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
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
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Must be able to work weekends and/or extended hours which may include being scheduled at any financial center location within a reasonable distance.
This job will be open and accepting applications for a minimum of seven days from the date it was posted.
Shift:
1st shift (United States of America)Hours Per Week:
40Pay Transparency details
US - CO - Arvada - 9025 Howell St - 90th And Indiana (CO1148), US - CO - Boulder - 1965 28TH ST (CO1103), US - CO - Lafayette - 861 N Us Highway 287 - Lafayette Promenade (CO1131)Pay and benefits informationPay range$25.00 - $26.77 hourly pay, offers to be determined based on experience, education and skill set.Predictable payThis role is compensated with a base salary and is not incentive eligible.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.Sample Bank of America interview questions
- 1
Describe a current event that is impacting the role you applied for.
strategyeasy - 2
Why did you choose Bank of America?
cultural fiteasy
Get started to unlock a personalized interview prep pack for this role.
Similar roles
Centralized Operations ManagerBank of America · Fredericksburg, VA · Hybrid
Executive AssistantBank of America · Jacksonville, OH · Hybrid
Relationship Banker I - 710 Old York Road, Jenkintown, PA (Full Time)TD · Jenkintown, PA · Onsite
Retail Relationship BankerBMO Groupe financier · Streamwood, IL · Onsite
Consumer Banking Relationship Specialist (Relationship Banker)Bank OZK · Atlanta, GA · Onsite- Associate BankerLitFinancial · Troy, MI · Onsite
