Relationship Banker- Sacramento Metro Area

Bank of America•Sacramento, CA

1d•Onsite

About The Position

At Bank of America, the Relationship Banker helps make financial lives better by engaging clients in the financial center and connecting them with solutions that support their financial goals. The role includes educating clients about self-service banking options, processing cash transactions accurately and efficiently, and learning about clients’ financial and life priorities through in-depth conversations. The position is open across the Sacramento Metro Area; the specific financial center assignment depends on business needs. New hires train at one financial center and may then move to another location within a reasonable commuting distance of home, as permitted by law. Bank of America emphasizes 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, 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 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 using self-service technology, 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 comply with applicable laws and regulations.
Ability to manage time and capacity efficiently and focus on results in the client’s best interest.
Ability to work weekends and/or extended hours, potentially at any financial center within a reasonable distance.
The FDIC-related hiring restrictions for this position may apply to individuals with specified criminal histories.

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

Engage clients in the lobby and educate them on conducting transactions through mobile banking, online banking, ATMs, and other self-service resources.
Accurately and efficiently process cash transactions as needed and manage cash responsibilities.
Build relationships with clients, understand their financial and life priorities, and connect them with solutions that meet their needs.
Execute the bank’s risk culture and strive for operational excellence.
Follow established processes and guidelines, acting in the best interests of clients and the bank and adhering to applicable laws and regulations.
Partner with small business, lending, and investment experts to grow business knowledge and networks.
Manage financial center traffic, appointments, and outbound calls effectively.
Drive a positive client experience.