Relationship Banker - Margate Financial Center

Bank of America•Margate, FL

1d•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 also processes client cash transactions accurately and efficiently when needed. Relationship Bankers have in-depth conversations with clients to understand their financial and life priorities and connect them with solutions that support their financial goals. The position contributes to Bank of America's risk culture and operational excellence while delivering a strong client experience. Bank of America describes its workplace as inclusive and supportive of teammate development and wellness, and states that it is committed to an in-office culture that supports collaboration, engagement, and career development, with flexibility based on role responsibilities and business needs.

Requirements

High school diploma, GED, secondary school, or equivalent.
Strong work ethic, self-motivation, enthusiasm, and focus on results while acting in the client's best interest.
Ability to collaborate effectively and build and nurture strong relationships.
Commitment and drive to improve 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.
Ability to educate clients on simple transactions through self-service technologies, including 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.
Ability to work weekends and/or extended hours, potentially 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 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

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.
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.
Engage clients in the lobby and educate and assist them with transactions through self-service resources.
Process cash transactions accurately and efficiently as needed.
Understand clients' financial and life priorities and connect them to solutions that meet their financial goals.