Relationship Banker - Central Coast

Bank of America•Santa Barbara, CA

2d•Onsite

About The Position

At Bank of America, the Relationship Banker helps make financial lives better by building connections with clients and delivering responsible growth. The role engages clients in the financial center 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. Through in-depth conversations, the banker learns about clients’ financial and life priorities and connects them with solutions that support their goals. The position is based at the Santa Barbara Main financial center and may require travel to other financial center locations within a reasonable distance. It is a 1st-shift role scheduled for 40 hours per week. The role is benefits eligible and offers a base hourly pay range of $25.00–$26.77; offers are determined based on experience, education, and skill set. It is not incentive eligible.

Requirements

High school diploma, GED, secondary school qualification, or equivalent.
Enthusiastic, highly motivated self-starter with a strong work ethic and 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.
Confident educating clients on simple transactions through self-service technologies such as ATMs, online banking, and mobile banking.
Applies critical-thinking and problem-solving skills to meet clients’ needs.
Follows established processes and guidelines, acting in the best interests of clients and the bank and complying with applicable laws and regulations.
Efficiently manages time and capacity and focuses on results while acting in clients’ best interests.
Must be able to work weekends and/or extended hours and travel to 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: 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 the best interests of clients and the bank 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, educate and assist them with self-service banking transactions, and accurately process cash transactions as needed.
Learn clients’ financial and life priorities through in-depth conversations and connect them with solutions that meet their goals.