Relationship Banker - Lakeland East Hillsborough Market

Bank of America•Brandon, FL

2d•Onsite

About The Position

At Bank of America, the Relationship Banker helps make financial lives better by engaging clients in the financial center lobby, educating them, and assisting with transactions through self-service resources such as mobile banking, online banking, and ATMs. The role accurately and efficiently processes cash transactions as needed and conducts in-depth conversations to understand clients’ financial and life priorities and connect them with solutions that support their goals. The position contributes to the bank’s risk culture and operational excellence while building client relationships, managing financial center traffic, appointments, and outbound calls, and partnering with small business, lending, and investment experts. Bank of America describes 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 education, or equivalent.
Strong work ethic, motivation, and focus on results, 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 transactions using ATM, online banking, and mobile banking self-service technologies.
Strong critical-thinking and problem-solving skills.
Ability to follow established processes and guidelines and comply with applicable laws and regulations.
Efficient time and capacity management, with a focus on results and clients’ best interests.
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’s degree, such as business management, business administration, or finance.

Responsibilities

Engage clients in the lobby, educate them, and assist with transactions through self-service banking resources.
Accurately and efficiently process cash transactions for clients as needed.
Conduct conversations to understand clients’ financial and life priorities and connect them with appropriate solutions.
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.
Partner with small business, lending, and investment experts to grow business knowledge and networks.
Manage financial center traffic, appointments, and outbound calls effectively.
Drive the client experience and manage cash responsibilities.