Relationship Banker - Broward Southwest Market

Bank of America•Cooper City, FL

1d•Onsite

About The Position

At Bank of America, Relationship Bankers support the company’s purpose of helping make financial lives better through client connections and responsible growth. The role engages clients in the financial center lobby, educating and assisting them with transactions through self-service resources such as mobile banking, online banking, and ATMs. It also accurately and efficiently processes cash transactions as needed. Relationship Bankers have in-depth conversations with clients to understand their financial and life priorities and connect them with solutions that meet their goals. The position builds client relationships, manages financial center traffic and appointments, makes outbound calls, and partners with small business, lending, and investment experts. The role follows established processes, applicable laws, and regulations while supporting a strong client experience and operational excellence.

Requirements

High School Diploma, GED, Secondary School, 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 and confident communication skills and comfort engaging all clients.
Ability to learn and adapt to new information and technology platforms.
Confidence educating clients on simple banking transactions using self-service technologies such as ATMs, online banking, and mobile banking.
Strong critical-thinking and problem-solving skills to meet client needs.
Ability to follow established processes and guidelines and applicable laws and regulations.
Ability to manage time and capacity efficiently.
Focus on results while acting in the client’s best interest.
Ability to work weekends and/or extended hours, which may include assignment to 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’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 in daily activities, doing what is right for clients and the bank and adhering to applicable laws and regulations.
Build business knowledge and a professional network 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, educate them about self-service resources, and assist with transactions as needed.
Have in-depth conversations with clients to understand their financial and life priorities and connect them to appropriate solutions.