Relationship Banker - Sabal Palm Financial Center - Bilingual in English and Spanish Required

Bank of America•Fort Pierce, FL

1d•Onsite

About The Position

At Bank of America, Relationship Bankers help make clients’ financial lives better through the power of every connection. 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. Bankers have in-depth conversations to understand clients’ financial and life priorities and connect them with solutions that meet their financial goals. The position supports the bank’s risk culture and operational excellence, builds client relationships, and follows established processes, laws, and regulations. Relationship Bankers also partner with specialists in small business, lending, and investments, manage financial center traffic and appointments, make outbound calls, and contribute to a positive client experience. This role requires bilingual fluency in English and Spanish, weekend and/or extended-hours availability, and may involve working at a nearby financial center. It is an in-office role.

Requirements

Bilingual in English and Spanish.
High School Diploma, GED, Secondary School, or equivalent.
Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the client’s best interest.
Collaborates effectively and builds and nurtures strong relationships.
Demonstrates passion, commitment, and drive to improve clients’ financial lives.
Confidently identifies solutions for new and existing clients based on their needs.
Communicates effectively and confidently and is comfortable engaging all clients.
Able to learn and adapt to new information and technology platforms.
Confident educating clients on simple banking transactions through self-service technologies such as ATMs, online banking, and mobile banking.
Strong critical-thinking and problem-solving skills to meet clients’ needs.
Follows established processes and guidelines and applicable laws and regulations.
Efficiently manages time and capacity.
Focuses on results while acting in the client’s best interest.
Able to work weekends and/or extended hours, which may include scheduling at any financial center within a reasonable distance.

Nice To Haves

Experience in financial services and knowledge of financial services 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 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, and applicable laws and regulations, in daily activities.
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.