Relationship Banker - Fort Myers Cape Coral Market

Bank of America•Cape Coral, FL

1d•Onsite

About The Position

At Bank of America, Relationship Bankers help make financial lives better through the power of every connection, while advancing Responsible Growth and supporting clients, teammates, communities, and shareholders. The bank emphasizes an inclusive, caring workplace, teammate development, and an in-office culture that supports collaboration, engagement, and career development, with flexibility based on role responsibilities and business needs. This role 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. It processes cash transactions accurately and efficiently when needed, and has in-depth conversations with clients to understand their financial and life priorities and connect them with solutions aligned with their goals. The position also manages financial center traffic, appointments, outbound calls, and cash responsibilities, while working with specialists in small business, lending, and investments. The role is a first-shift position scheduled for 40 hours per week and may require weekends or extended hours, as well as work at another financial center within a reasonable distance.

Requirements

High school diploma, GED, secondary school education, or equivalent.
Be an enthusiastic, highly motivated self-starter with a strong work ethic and focus on results, acting in the client's best interest.
Collaborate effectively, building and nurturing strong relationships.
Demonstrate passion, commitment, and drive to deliver an experience that improves clients' financial lives.
Confidently identify solutions for new and existing clients based on their needs.
Communicate effectively and confidently and feel comfortable engaging all clients.
Learn and adapt to new information and technology platforms.
Confidently educate clients on conducting simple banking transactions using self-service technologies such as ATMs, online banking, and mobile banking.
Apply strong critical-thinking and problem-solving skills to meet clients' needs.
Follow established processes and guidelines, adhere to applicable laws and regulations, and act in the best interests of clients and the bank.
Manage time and capacity efficiently.
Focus on results while acting in the client's best interest.
Be able 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.

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.
Grow business knowledge and 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 using self-service resources, including mobile banking, online banking, and ATMs.
Accurately and efficiently process cash transactions for clients as needed.
Have in-depth conversations to understand clients' financial and life priorities and connect them to suitable solutions.