Relationship Banker - Lakeland East Hillsborough Market

Bank of America•Lakeland, FL

2d•Onsite

About The Position

At Bank of America, Relationship Bankers help clients with their financial lives by engaging them in the financial center lobby, educating them about self-service options, and assisting with transactions. The role includes accurately and efficiently processing cash transactions as needed, learning about clients’ financial and life priorities through in-depth conversations, and connecting them with solutions that support their goals. The position contributes to the bank’s risk culture and operational excellence while building client relationships and delivering a strong client experience. Relationship Bankers collaborate with experts in small business, lending, and investments, and manage financial center traffic, appointments, outbound calls, and cash responsibilities. The role is based in an in-office financial center environment and may require work at another financial center within a reasonable distance.

Requirements

High School Diploma, GED, secondary school, or equivalent.
Be an enthusiastic, highly motivated self-starter with a strong work ethic and a focus on results and client interests.
Collaborate effectively and build and nurture strong relationships.
Demonstrate 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 be comfortable engaging with 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 clients’ needs.
Follow established processes and guidelines, comply with applicable laws and regulations, and act in the best interests of clients and the bank.
Efficiently manage time and capacity.
Focus on results while acting in clients’ best interests.
Ability 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 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 in 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 such as mobile banking, online banking, and ATMs.
Accurately and efficiently process cash transactions for clients as needed.
Have in-depth conversations to understand clients’ 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, acting in clients’ and the bank’s best interests and complying with 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.
Manage cash responsibilities.