Relationship Banker - Lake Worth-Military Trail Financial Center - Spanish Required

Bank of America•Lake Worth, TX

3d•Onsite

About The Position

At Bank of America, the Relationship Banker engages clients in the lobby, educates them, and assists them with conducting transactions through self-service resources such as mobile banking, online banking, and ATMs. The role accurately and efficiently processes cash transactions as needed and conducts in-depth conversations to understand clients’ financial and life priorities, connecting them with solutions that meet their financial goals. The position supports the bank’s risk culture and operational excellence, builds client relationships, manages financial center traffic and appointments, and collaborates with experts in small business, lending, and investments. Spanish language skills are required. The role is based in an in-office financial center environment and requires the ability to work weekends and/or extended hours, potentially at another financial center within a reasonable distance.

Requirements

Spanish language proficiency is required.
High school diploma, GED, secondary school, or equivalent is the minimum education requirement.
Enthusiastic, highly motivated self-starter with a strong work ethic and 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.
Ability to learn and adapt to new information and technology platforms.
Confidently educates clients on conducting 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 being scheduled at any financial center location within a reasonable distance.

Nice To Haves

Experience in financial services and knowledge of 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

Engage clients in the lobby and educate and assist them with transactions through mobile banking, online banking, ATMs, and other self-service resources.
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 to 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.
Grow business knowledge and 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.