Relationship Banker - Long Island East, NY Area Spanish Required

Bank of America•Holbrook, NY

5d•Onsite

About The Position

At Bank of America, the Relationship Banker helps clients make financial lives better through personal connections and responsible growth. The role engages clients in the financial center lobby, educates and assists them with transactions using self-service resources such as mobile banking, online banking, and ATMs, and accurately processes cash transactions when needed. Bank of America describes its culture as inclusive and committed to teammate development, wellness, performance recognition, and community impact. The company maintains an in-office culture, with role-specific attendance requirements and an appropriate level of flexibility. The Relationship Banker has in-depth conversations to understand clients’ financial and life priorities and connects them with solutions to meet their goals. The position builds client relationships, manages financial center traffic, appointments and outbound calls, partners with specialists in small business, lending and investments, and fulfills cash responsibilities. This role is based in the Long Island East, New York area and requires Spanish bilingual ability.

Requirements

Bilingual Spanish.
Be an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
Collaborate effectively and build and nurture strong relationships.
Show passion, commitment, and drive to deliver an experience that improves clients’ financial lives.
Confidently identify solutions for new and existing clients based on their needs.
Communicate effectively and confidently and feel comfortable engaging with all clients.
Learn and adapt to new information and technology platforms.
Educate clients on conducting simple banking transactions using self-service technologies such as ATMs, online banking, and mobile banking.
Apply strong critical-thinking and problem-solving skills to meet clients’ needs.
Follow established processes and guidelines, act in the best interests of clients and the bank, and adhere to applicable laws and regulations.
Manage time and capacity efficiently.
Focus on results while acting in the best interest of the client.
Be flexible to work weekends and/or extended hours as needed.
High school diploma, GED, secondary school, or equivalent.

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.

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 to understand clients’ financial and life priorities and connect them to 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, acting in the best interests of clients and the bank and complying with applicable laws and regulations.
Grow business knowledge and networks 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.