Relationship Banker- Concord Area

Bank of America•Concord, CA

5d•Onsite

About The Position

At Bank of America, the Relationship Banker helps make financial lives better by engaging clients, understanding their financial and life priorities, and connecting them with solutions that support their goals. The role involves welcoming and assisting clients in the lobby, educating them on self-service banking resources, and accurately processing cash transactions when needed. The position supports the bank’s Responsible Growth approach and emphasizes client care, operational excellence, compliance, and an inclusive workplace. The role is open across the Concord area, and the specific Financial Center assignment depends on business needs. After training at one Financial Center, the employee may be assigned to another location within a reasonable commuting distance of home, to the extent permitted by applicable law. The position is in-office and requires 40 hours per week on first shift. Weekend and/or extended hours may be required, and scheduling may be at any Financial Center within a reasonable distance. Pay is $25.00–$26.77 per hour, with offers determined by experience, education, and skill set. Compensation is a base salary and is not incentive eligible. The role is currently benefits eligible and includes access to paid time off and other employee benefits and resources.

Requirements

High School Diploma, GED, Secondary School qualification, or equivalent.
Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results, acting in the client’s best interest.
Ability to collaborate effectively and build and nurture strong relationships.
Passion, commitment, and drive to deliver an experience that improves clients’ financial lives.
Confidence identifying solutions for new and existing clients based on their needs.
Effective, confident communication and comfort engaging with all clients.
Ability to learn and adapt to new information and technology platforms.
Confidence educating clients on simple banking transactions using 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 comply with applicable laws and regulations.
Ability to manage time and capacity efficiently and focus on results while acting in the client’s best interest.
Must be able 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’s degree, such as business management, business administration, or finance.

Responsibilities

Engage clients in the lobby and educate and assist them with transactions through self-service resources, including 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 to solutions that support 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, acting in clients’ and the bank’s best interests and complying with applicable laws and regulations.
Build business knowledge and a professional 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.