About The Position

At Bank of America, the Relationship Banker engages clients in the financial center lobby, educates them, and assists with transactions using self-service resources such as mobile banking, online banking, and ATMs. The role accurately and efficiently processes cash transactions as needed and holds in-depth conversations to understand clients’ financial and life priorities, connecting them with solutions that support their financial goals. The position contributes to Bank of America’s risk culture and operational excellence while building client relationships and delivering a strong client experience. The banker partners with experts in small business, lending, and investments, manages financial center traffic, appointments, and outbound calls, and handles cash responsibilities. The role requires English and Spanish, a first shift schedule of 40 hours per week, and availability for weekends and/or extended hours. The banker may be scheduled at any financial center location within a reasonable distance.

Requirements

  • English and Spanish language proficiency is required.
  • Be an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in clients’ best interests.
  • Collaborate effectively, building and nurturing strong relationships.
  • Display passion, commitment, and drive to improve 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.
  • Confidently educate clients on 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 and applicable laws and regulations.
  • Manage time and capacity efficiently and focus on results while acting in clients’ best interests.
  • Be able to work weekends and/or extended hours, including at any financial center location within a reasonable distance.
  • Minimum education: 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’s degree, such as business management, business administration, or finance.
  • Skills: adaptability, business acumen, customer and client focus, oral communications, problem solving, account management, client experience, branding, client management, client solutions advisory, relationship building, business development, pipeline management, prospecting, referral identification, and referral management.

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.
  • Hold in-depth conversations to understand clients’ financial and life priorities and connect them to suitable financial solutions.
  • 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, doing what is right for clients and the bank and adhering to applicable laws and regulations.
  • 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 and manage cash responsibilities.

Benefits

  • Affordable, competitive, and flexible benefits supporting teammates’ physical, emotional, and financial wellness.
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