East Valley- Relationship Banker-Casa Grande Financial Center- Casa Grande, AZ - Bank of America Careers

East Valley- Relationship Banker-Casa Grande Financial Center- Casa Grande, AZ - Bank of America Careers

Job description

This position may be subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. If your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.

Located in a financial center, relationship bankers will focus the majority of their time helping customers by deepening relationships through referrals, assisted self-service and platform service to sales activities.

Primary Responsibilities

• Engage customers in the lobby to assist, educate and train customers on how to conduct simple transactions through self-service technologies
  • Consumer customers – examples: Automated Teller Assist (ATA), ATMs, Online and Mobile capabilities.
  • Small Business, Commercial and Business Banking clients – examples: Remote Deposit, Online Business Solutions, Merchant Services, etc.
• 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)

Secondary Responsibilities

• Leverage available resources and technologies (tablets, bank by appointment, etc.) 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

Qualifications

Required Skills

• Skilled at and/or aptitude for assessing customer/client needs, providing applicable solutions/recommendations, and building customer relationships based on mutual trust in order 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 etc.
• 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 strong critical thinking and problem-solving skills to meet customers’ needs.
• Available to work weekends and/or extended hours as required to run the business
• Demonstrate initiative, a commitment to continuous learning, and the ability to adapt to changing demands and requirements
• Displays passion, commitment and drive to deliver an experience that improves our customers’ financial lives
• Ability to understand and implement process and/or regulatory requirements during all interactions with customers (examples: AML, appropriate disclosures, etc.)
• Excellent oral and written communication skills with strong influencing skills
• Pass relationship banker pre-employment assessment
• Bilingual (fluent verbal and written) skills where applicable
• Ability to engage customers for long periods of time
• All relationship bankers must be certified in the requirements of the role. The certification process will be designed to validate associates’ proficiency, meaning their ability to perform the critical job tasks and demonstrate the key “how” behaviors

Desired Skills

• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
• Bachelor’s or business relevant associate degree (example, business management, business administration, finance)
• Financial/Banking Center experience

Posting Date: 04/10/2015

Location: US-AZ-Casa Grande

Travel: Yes, 5 % of the Time

Full / Part-time: Fulltime

Hours Per Week: 40.00

Shift: 1st Shift

Weekly Schedule: Monday- Friday Rotate Saturday

- See more at: http://careers.bankofamerica.com/job-detail/1500015302/global/us/east-valley--relationship-banker-casa-grande-financial-center--casa-grande-az#sthash.IJQJvTQ0.dpuf