Relationship Banker - Newburgh/Kingston Area
$52,000–$55,682 year
On-siteNewburgh, New York, United States or New Paltz, New York, United States
Job Summary
Engage clients in the lobby to educate and assist with conducting transactions through self-service resources like mobile banking, online banking, or ATM. Accurately and efficiently process cash transactions while managing financial center traffic, appointments, and outbound calls. Build relationships with clients to meet financial needs and connect them to solutions that align with their goals. Execute the bank's risk culture by following established processes and guidelines to do what is right for clients and the bank, adhering to all applicable laws and regulations. Manage cash responsibilities and drive the client experience through deep conversations that uncover financial and life priorities. This role supports Bank of America's Responsible Growth initiative across multiple New York locations, including Kingston, Newburgh, and New Paltz.
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.
- Efficiently manages time and capacity.
- Focuses on results, while acting in the best interest of the client.
- Can be flexible to work weekends and/or extended hours as needed.
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
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