Relationship Banker
Not Disclosed•Full-TimeOn-site
location_on32, Parkway, Katonah, Town of Bedford, Westchester County, New York, 10536, United States
About Bank of America
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We drive Responsible Growth by delivering for our clients, teammates, communities, and shareholders every day. Being a Great Place to Work is core to how we achieve this, including our commitment to an inclusive workplace, developing exceptional talent, and supporting our teammates' physical, emotional, and financial wellness.
We are committed to an in-office culture with specific requirements for office-based attendance, allowing for an appropriate level of flexibility based on role-specific considerations. Join us to build a successful career with opportunities to learn, grow, and make an impact.
About the Role
This role serves as the first point of contact in the bank lobby, dedicated to engaging clients to educate and assist them in conducting transactions through self-service resources like mobile banking, online banking, or ATMs. Beyond processing cash transactions accurately and efficiently, you will have the opportunity to build deep relationships with clients. The goal is to gain in-depth knowledge of their financial and life priorities, connecting them to solutions that meet their specific financial goals while driving a superior client experience.
Hiring Process
Bank of America is committed to an inclusive hiring process. We consider qualified applicants regardless of background. For specific details on the interview stages and application instructions, please refer to the official application portal or contact the hiring manager directly.
Equal Opportunity Employer
Bank of America is an equal opportunity employer. We are committed to providing a diverse and inclusive workplace where all employees can thrive.
Work location
Work model: On-site
32, Parkway, Katonah, Town of Bedford, Westchester County, New York, 10536, United States
Town of Bedford, New York
Key Responsibilities
- check_circleAccurately and efficiently process cash transactions for clients
- check_circleManage financial center traffic, appointments, and outbound calls effectively
- check_circlePartner with experts in small business, lending, and investments to grow business knowledge
- check_circleDrive the client experience by identifying solutions for new and existing clients
- check_circleExecute the bank's risk culture and adhere to all applicable laws and regulations
- check_circleEngage clients in the lobby to educate and assist with self-service banking transactions
- check_circleConduct in-depth conversations to understand client financial priorities and connect them to solutions
Requirements
- verifiedHigh School Diploma / GED / Secondary School or equivalent
- verifiedOne year of demonstrated successful sales experience
- verifiedSix months of cash handling experience
Nice to Have
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.
Benefits & Perks
check_circleAccess to paid time off
Similar Job Opportunities
Skills, education and keywords
Skills: Mobile Banking, Online Banking, Atm, Cash Handling, Sales, Financial Services.
Education: High School Diploma / GED / Secondary School required; Bachelor's Degree in business or related field preferred; Associate's Degree in business management or finance preferred.
Frequently asked questions about Relationship Banker at Bank of America
What does a Relationship Banker at Bank of America do?expand_more
A Relationship Banker at Bank of America is responsible for the following: Accurately and efficiently process cash transactions for clients; Manage financial center traffic, appointments, and outbound calls effectively; Partner with experts in small business, lending, and investments to grow business knowledge; and Drive the client experience by identifying solutions for new and existing clients.
What are the requirements for this Relationship Banker role?expand_more
To qualify for the Relationship Banker at Bank of America position, applicants should have: High School Diploma / GED / Secondary School or equivalent; One year of demonstrated successful sales experience; and Six months of cash handling experience.
Where is the Relationship Banker role at Bank of America located?expand_more
Relationship Banker at Bank of America is based in 32, Parkway, Katonah, Town of Bedford, Westchester County, New York, 10536, United States. This is a on-site role.
Is this Relationship Banker job remote, hybrid, or on-site?expand_more
Bank of America has listed this Relationship Banker role as on-site.
How much experience is required for this Relationship Banker role?expand_more
Relationship Banker at Bank of America typically requires 1+ years of relevant experience at the entry level level.
What skills do you need for the Relationship Banker role at Bank of America?expand_more
Key skills for Relationship Banker at Bank of America include Mobile Banking; Online Banking; Atm; Cash Handling; Sales; and Financial Services.
What education is required for Relationship Banker at Bank of America?expand_more
Educational requirements for this role: High School Diploma / GED / Secondary School required; Bachelor's Degree in business or related field preferred; and Associate's Degree in business management or finance preferred.
What category does the Relationship Banker role belong to?expand_more
Relationship Banker at Bank of America is part of the accounting & finance job category on Recrutus.