Relationship Banker- Bilingual Spanish preferred

Bank of America•Oregon City, OR

3d•Onsite

About The Position

At Bank of America, the Relationship Banker engages clients in the lobby, educates and assists them with transactions using self-service resources such as mobile banking, online banking, and ATMs, and accurately processes cash transactions as needed. The role includes having in-depth conversations to understand clients’ financial and life priorities and connecting them with solutions that support their financial goals. The position supports the bank’s risk culture and operational excellence while delivering a strong client experience. Relationship Bankers build client relationships, manage financial center traffic and appointments, make outbound calls, handle cash responsibilities, and partner with small business, lending, and investment experts. The role is scheduled for 40 hours per week on first shift and may require weekend or extended hours, as well as work at another financial center within a reasonable distance.

Requirements

High school diploma, GED, secondary school, or equivalent.
Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results, acting in clients’ best interests.
Ability to collaborate effectively and build and nurture strong relationships.
Passion, commitment, and drive to improve clients’ financial lives.
Confidence identifying solutions for new and existing clients based on their needs.
Effective and confident communication skills and comfort engaging all clients.
Ability to learn and adapt to new information and technology platforms.
Confidence educating clients on simple transactions through self-service technologies such as ATMs, online banking, and mobile banking.
Strong critical-thinking and problem-solving skills to meet clients’ needs.
Ability to follow established processes and guidelines and applicable laws and regulations.
Ability to manage time and capacity efficiently and focus on results while acting in clients’ best interests.
Ability to work weekends and/or extended hours, potentially at any financial center within a reasonable distance.

Nice To Haves

Experience in financial services and knowledge of the 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.
Bilingual Spanish preferred.

Responsibilities

Engage clients in the lobby and educate and assist them with transactions through self-service resources such as mobile banking, online banking, and ATMs.
Accurately and efficiently process cash transactions for clients as needed.
Have in-depth conversations with clients to understand their financial and life priorities and connect them with solutions that meet their financial goals.
Execute the bank’s risk culture and strive for operational excellence.
Build relationships with clients to meet their financial needs.
Follow established processes and guidelines, doing what is right for clients and the bank and adhering to applicable laws and regulations.
Build business knowledge and a network by partnering with experts in small business, lending, and investments.
Manage financial center traffic, appointments, and outbound calls effectively.
Drive the client experience.
Manage cash responsibilities.
Educate clients on conducting simple banking transactions through self-service technologies.