Relationship Banker
Bank of America Corporation
1d ago
  • Engage customers in the lobby to assist, educate and train customers on how to conduct simple transactions through self-service technologies
  • Work with retail customers to build and deepen relationships by uncovering financial needs and recommending the best products, services and solutions to meet those needs
  • Open deposit accounts and sell banking products (examples : credit cards, CDs, IRAs, loans)
  • Quote rates, terms and programs for loan customer requests
  • Respond to customer inquiries and concerns, creating customized solutions
  • Recognize and refer cross-sell opportunities
  • Refer opportunities to appropriate specialist
  • Ensure customers / clients are connected to the appropriate teammate to help them achieve their financial goals; make sure all sales, service and specialized needs are met;
  • and help drive overall revenue growth

  • Ensure the customer’s needs are met by partnering with specialists and business partners to understand what they offer to customers and the most effective way to generate business referrals (examples : customer’s banking, small business, mortgage and investment needs)
  • During times of high customer traffic, process transactions accurately and efficiently to build customer confidence and trust, based on established policies and procedures
  • Leverage available resources and technologies (such as tablets and bank by appointment) to optimize the customer experience and serve our customers with operational excellence and accuracy
  • Proactively manage risk in every business, product and service transaction leveraging available tools
  • Required skills :

  • Skilled at and / or aptitude for assessing customer / client needs, providing applicable solutions / recommendations, and building customer relationships based on mutual trust to optimize sales opportunities to new and existing customers / clients
  • Ability to build solid relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration in a virtual or face-to-face environment
  • Thrive on engaging with customers; can begin a conversation, handle objections, demonstrate patience to teach and so forth
  • Actively use and leverage current technologies to better understand the technology solutions available to improve our customers’ financial lives
  • Ability to learn and understand technology to assist customers with self-service needs
  • Apply
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