Senior Relationship Banker

Senior Relationship Banker

Employment Opening at Bank of America:

Bank of America operates with the objective of enhancing financial well-being through fostering connections. Responsible Growth serves as the foundation of the company's operations, ensuring positive outcomes for clients, employees, communities, and shareholders. Central to achieving Responsible Growth is creating an ideal workplace for global staff, characterized by diversity and inclusivity. The organization values a workforce with varied backgrounds and experiences, providing extensive benefits to support overall well-being. Aligned with its core mission of improving financial lives through meaningful connections, Bank of America prioritizes Responsible Growth as the cornerstone of its practices, ensuring positive outcomes for stakeholders.

Job Description for Senior Relationship Banker:

This position involves being the initial contact for clients at financial centers, assisting in identifying the personal banking requirements of both individual and small business clients, suggesting suitable options, and linking clients with experts. Core duties comprise strengthening client connections through platform services, aiding clients with self-service tasks or transactions, and ensuring outstanding client service. The role necessitates actively engaging with clients via outgoing phone calls and maintaining regular follow-up procedures.

Key Responsibilities:

• Collaborating with teams to assist financial center customers in finding consumer and small business solutions, services, and tactics for addressing their personal banking requirements and guiding them through their individual life goals
• Aiding, instructing, and coaching customers in utilizing self-service technologies for basic transactions
• Utilizes existing resources, technologies, and methods to enhance customer satisfaction and achieve operational efficiency and precision
• Abide by predefined procedures, regulations, and standards while carrying out routine tasks like initiating accounts, managing account details, and utilizing Digital Assisted Shopping
• Handles customer engagements by selecting the optimal approach for both the financial institution and its clients, while adhering to all necessary regulations

Required Qualifications:

• Has at least twelve months of proven sales experience within a client-focused environment. Alternatively, has worked as a Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I), or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for at least half a year.
• Demonstrates keen enthusiasm, remarkable drive, and a proactive approach with a dedication to achieving outcomes while prioritizing client satisfaction.
• Works efficiently with others to achieve goals while fostering and maintaining solid connections.
• Demonstrates a strong dedication and enthusiasm to enhance the financial well-being of our clients through exceptional service delivery.
• Is self-assured in recognizing answers to assist new and current customers according to their requirements.
• Demonstrates proficiency in both written and oral communication abilities.
• Demonstrates proficient and confident communication skills, adept at interacting with clients both face-to-face and over the phone.
• Possesses the capacity to acquire and adjust to fresh data, technological systems, manage uncertainty, and modify responses to evolving situations.
• Utilizes effective critical thinking and issue-solving abilities to address clients' requirements.
• Shows proficiency in managing time well and organizing, prioritizing, and accomplishing multiple tasks at once.
• Whether as a commissioned notary or able to secure a notary commission shortly after beginning the role in the specific state where you are employed, is a requirement for the position, with the timeline subject to variation based on state regulations.
• Willingness to be adaptable for weekend shifts and/or additional hours when required.

Skills:

• Active Listening
• Business Acumen
• Putting the focus on customers and clients involves prioritizing their needs and expectations
• 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

Desired Qualifications:

• A degree in business, finance, or a related field at the Associate's or Bachelor's level would be beneficial.
• Previous involvement in a financial institution where targets were not only reached but also surpassed.
• Working in a setting where compensation includes a fixed salary along with performance-based bonuses within retail or sales.
• Previous involvement in a setting where both individual and collective objectives were established and consistently achieved.
• Proficiency in handling financial data, spreadsheets, and financial expertise.
• Understanding of financial offerings and services provided by banks.
• Proficient in navigating Microsoft programs and adept in utilizing laptop technology from prior work exposure

Minimum Education Requirement:

A high school diploma, GED, or equivalent secondary school qualification is required

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