Relationship Banker - Stuart Plaza Financial Center

Bank of America•Stuart, FL

10d•Onsite

About The Position

At Bank of America, the Relationship Banker helps clients navigate their financial needs while supporting the bank’s purpose of improving financial lives through every connection. The role engages clients in the financial center lobby, educates them about and assists them with self-service resources such as mobile banking, online banking, and ATMs, and accurately processes cash transactions when needed. Through in-depth conversations, the banker learns about clients’ financial and life priorities and connects them with solutions aligned with their goals. The position supports an inclusive, collaborative in-office culture and contributes to responsible growth, operational excellence, and a positive client experience. Bank of America describes its benefits as affordable, competitive, and flexible, and emphasizes support for teammates’ physical, emotional, and financial wellness.

Requirements

High school diploma, GED, secondary school, or equivalent.
Strong work ethic, self-motivation, enthusiasm, and focus on results while acting in clients’ best interests.
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 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.
Ability to work weekends and/or extended hours, potentially at any financial center within a reasonable distance.
Ability to work 40 hours per week.

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 a 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.
Build business knowledge and a professional network 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, including mobile banking, online banking, and ATMs.
Have conversations with clients to understand their financial and life priorities and connect them with solutions that meet their goals.
Accurately and efficiently process cash transactions as needed.