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Careers at Bank of America
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Relationship Banker - Overland Park area

16 Feb 2025
Verified by Turrior

Content + Source + Freshness • 15 Dec 2025 • 95% confidence

82 / 100

Offer value

Strong opportunity for client-facing professionals with considerable benefits and career growth towards wealth management expertise.

  • Great entry into wealth management with a structured training program
  • Focus on building long-term client relationships
  • Strong potential for career advancement within the sector
Pros
  • Direct exposure to wealth management practices and processes
  • Solid training program to develop knowledgeable financial advisors
  • Rigorous support network and collaborative environment
Cons
  • May involve sales pressure to meet performance metrics
  • Requires maintaining up-to-date licensing and certifications
  • Can be demanding during peak financial cycles

Who it's for

Junior / Early Mid-Level • Varied with potential remote training

Good fit
  • Motivated individuals looking to start a career in wealth management
  • Candidates who thrive in client-focused settings
  • Professionals eager to learn and adapt in a dynamic industry
Not recommended for
  • Individuals aiming for non-client-facing roles
  • Candidates resistant to sales dynamics
  • Those not interested in ongoing financial education

Motivation fit

Desire to build a career in financial services and wealth managementInterest in providing exceptional client service and supportMotivation to learn from senior wealth advisors

Key skills

Client relationship managementKnowledge of wealth management productsCommunication and presentation skillsAnalytical abilities
Score: 82/100 AI verified analysis

About the job

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

**This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.**

Job Description:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.

Responsibilities:
• Executes the bank's risk culture and strives for operational excellence
• Builds relationships with clients to meet financial needs
• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Grows business knowledge and network by partnering with experts in small business, lending, and investments
• Manages financial center traffic, appointments, and outbound calls effectively
• Drives the client experience
• Manages cash responsibilities

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
  • Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
  • 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 degree such as business management, business administration, or finance​

Skills:
• Adaptability
• Business Acumen
• Customer and Client Focus
• 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

Minimum Education Requirement:
High School Diploma / GED / Secondary School or equivalent

Shift:

1st shift (United States of America)

Hours Per Week:

40

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