Relationship Banker

Bank of America•Eastvale, CA

22d•Onsite

About The Position

At Bank of America, Relationship Bankers help make clients’ financial lives better through personalized service and Responsible Growth. This position engages clients in the financial center lobby, educates them about and assists them with self-service banking options, and processes cash transactions accurately and efficiently as needed. Bankers have in-depth conversations to understand clients’ financial and life priorities and connect them with solutions that support their goals. The role also involves managing financial-center traffic, appointments, outbound calls, and cash responsibilities while delivering a strong client experience and following applicable laws and established procedures. The position is open across the market, and the specific Financial Center location will be determined by business needs. A successful candidate will train at one financial center and may then move to another location within a reasonable commuting distance of home, to the extent permitted by applicable law. Bank of America describes its culture as in-office, with role-specific flexibility considerations. The role is first shift and 40 hours per week. It is compensated with a base salary and is not incentive eligible.

Requirements

High school diploma, GED, secondary school education, 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, 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 through self-service technologies, including 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.
Flexibility to work weekends and/or extended hours as needed.

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 such as mobile banking, online banking, and ATMs.
Accurately and efficiently process cash transactions as needed.
Build relationships with clients and understand their financial needs and priorities.
Connect clients to solutions that meet their financial goals.
Execute the bank’s risk culture and strive for operational excellence.
Follow established processes and guidelines, applicable laws, and regulations.
Partner with experts in small business, lending, and investments to grow business knowledge and networks.
Manage financial-center traffic, appointments, and outbound calls effectively.
Drive the client experience.
Manage cash responsibilities.