Relationship Banker, Long Island Central, NY Area Bilingual Spanish required

Bank of America•Huntington Station, NY
•Onsite

About The Position

At Bank of America, the Relationship Banker engages clients in the financial center lobby, educating and assisting them with transactions through 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 and connect them with solutions that support their goals. The position also contributes to the bank’s risk culture, operational excellence, and client experience.

Requirements

  • High school diploma, GED, secondary school credential, or equivalent.
  • 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 deliver an experience that improves clients’ financial lives.
  • Confidence identifying solutions for new and existing clients based on their needs.
  • Effective, confident communication and comfort engaging with all clients.
  • Ability to learn and adapt to new information and technology platforms.
  • Confidence educating clients on simple banking transactions through self-service technologies such as ATMs, online banking, and mobile banking.
  • Strong critical-thinking and problem-solving skills to meet client needs.
  • Ability to follow established processes and guidelines and adhere to applicable laws and regulations.
  • Ability to manage time and capacity efficiently.
  • Focus on results while acting in the client’s best interest.
  • Flexibility to work weekends and/or extended hours as needed.

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 degree, such as in 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, doing what is right for clients and the bank and adhering to applicable laws and regulations.
  • Build business knowledge and networks 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, including accurately and efficiently processing cash transactions as needed.
  • Educate and assist clients with self-service banking resources, including ATMs, online banking, and mobile banking.
  • Understand clients’ financial and life priorities and connect them with solutions that meet their goals.

Benefits

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