About The Position

Bank of America is hiring a Relationship Banker to support clients at the Lake Worth-Military Trail Financial Center. The role engages clients in the lobby, educates and assists them with transactions using self-service resources such as mobile banking, online banking, and ATMs, and accurately processes cash transactions as needed. The banker has in-depth conversations to understand clients’ financial and life priorities and connects them with solutions that support their financial goals. The position contributes to the bank’s risk culture and operational excellence, builds client relationships, manages financial center traffic and appointments, and partners with specialists in small business, lending, and investments. Spanish language skills are required. The position is in-office and requires a first shift schedule of 40 hours per week. Weekend and/or extended hours may be required, and the employee may be scheduled at another financial center within a reasonable distance.

Requirements

  • Spanish language proficiency is required.
  • High School Diploma, GED, secondary school, or equivalent.
  • Enthusiastic, highly motivated self-starter with a strong work ethic and intense 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.
  • Able 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.
  • Applies 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 self-service resources, including mobile banking, online banking, and ATMs.
  • 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 with 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, 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.
  • Manage cash responsibilities.

Benefits

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