About The Position

At Bank of America, the Relationship Banker engages clients in the lobby, educates and assists them with conducting transactions using self-service resources such as mobile banking, online banking, and ATMs, and processes cash transactions accurately and efficiently as needed. The role involves having in-depth conversations with clients to understand their financial and life priorities and connecting them with solutions that support their financial goals. The position is based in an in-office financial center environment. Bank of America describes its culture as focused on collaboration, engagement, career development, inclusion, and teammate wellness, with flexibility based on role responsibilities and business needs. The role requires English and Spanish bilingual ability and may require work at another financial center within a reasonable distance.

Requirements

  • High school diploma, GED, secondary school, or equivalent.
  • Bilingual in English and Spanish.
  • Strong work ethic, motivation, self-starting ability, and focus on results while acting in the client’s best interest.
  • Ability to collaborate effectively and build and nurture strong relationships.
  • Commitment to improving 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.
  • Ability to educate clients on simple transactions through self-service technologies such as ATMs, online banking, and mobile banking.
  • Strong critical-thinking and problem-solving skills.
  • Ability to follow established processes and guidelines and comply with applicable laws and regulations.
  • Efficient time and capacity management.
  • Ability to work weekends and/or extended hours, including possible scheduling 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.

Responsibilities

  • 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, and comply with applicable laws and regulations.
  • Build 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.
  • Engage clients in the lobby and educate and assist them in using self-service banking resources.
  • Process cash transactions accurately and efficiently as needed.
  • Understand clients’ financial and life priorities and connect them with solutions that meet their financial goals.
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