Relationship Banker - Central Coast -Ventura area

Bank of America•Ventura, CA

1d•Onsite

About The Position

At Bank of America, Relationship Bankers help make financial lives better by building meaningful client connections and supporting the bank’s commitment to Responsible Growth. This role engages clients in the financial center lobby, educates them about self-service options, and assists with transactions, including cash transactions when needed. It also involves learning about clients’ financial and life priorities, then connecting them with solutions suited to their goals. The position supports an inclusive workplace and an in-office culture with role-specific attendance requirements and appropriate flexibility.

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, get things done, 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 transactions using 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, adhere to applicable laws and regulations, and act in the interests of clients and the bank.
Ability to manage time and capacity efficiently and focus on results.
Must be able to work weekends and/or extended hours and travel to any financial center location 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

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 adhering to 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 and accurately and efficiently process cash transactions as needed.
Engage clients in the lobby and educate them on conducting transactions through self-service resources such as ATMs, online banking, and mobile banking.
Learn about clients’ financial and life priorities and connect them with solutions that meet their financial goals.