About The Position

At Bank of America, the Relationship Banker helps make clients’ financial lives better by building relationships and connecting clients with solutions that meet their financial goals. The role engages clients in the financial center lobby, educates and assists them with transactions through self-service resources such as mobile and online banking or ATMs, and accurately processes cash transactions when needed. It also involves conversations to understand clients’ financial and life priorities, managing financial center traffic, appointments and outbound calls, and partnering with specialists in small business, lending and investments. This position is open across the LA South market. The specific financial center assignment is based on business needs. A new hire trains at one financial center and may later move to another location within a reasonable commuting distance of home, as permitted by law. The role follows Bank of America’s in-office culture and requires bilingual Spanish skills. It is a first-shift, 40-hour-per-week position and requires weekend and/or extended-hours availability, including possible scheduling at any financial center within a reasonable distance.

Requirements

  • Bilingual Spanish.
  • 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 and build and nurture strong relationships.
  • Passion, commitment and drive to improve clients’ financial lives.
  • Confidence identifying solutions for new and existing clients based on their needs.
  • Effective and confident communication skills and comfort 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.
  • Ability to follow established processes and guidelines and comply with applicable laws and regulations.
  • Ability to manage time and capacity efficiently and focus on results while acting in clients’ best interests.
  • Must be able to work weekends and/or extended hours, potentially at any financial center location within a reasonable distance.
  • Must comply with hiring restrictions related to specified criminal history under FDIC and Loan Originator laws or regulations.

Nice To Haves

  • Experience in financial services and knowledge of financial services 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 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, and comply with applicable laws and regulations.
  • Partner with experts in small business, lending and investments to grow business knowledge and network.
  • Manage financial center traffic, appointments and outbound calls effectively.
  • Drive the client experience.
  • Manage cash responsibilities.
  • Engage clients in the lobby and educate and assist them with self-service banking transactions.
  • Have in-depth conversations to understand clients’ financial and life priorities and connect them to suitable solutions.
  • Process cash transactions accurately and efficiently as needed.

Benefits

  • Benefits eligibility.
  • Access to paid time off.
  • Resources and support for employees.
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