Relationship Banker - Treasure Coast Market

Bank of America•Stuart, FL

1d•Onsite

About The Position

At Bank of America, the Relationship Banker engages clients in the lobby, educates and assists them with conducting transactions through self-service resources such as mobile banking, online banking, and ATMs, and accurately and efficiently processes cash transactions as needed. The role includes having in-depth conversations with clients to understand their financial and life priorities and connecting them with solutions that meet their financial goals. The Relationship Banker drives the client experience, manages financial center traffic, appointments, outbound calls, and cash responsibilities, and builds business knowledge and networks by partnering with experts in small business, lending, and investments. The role follows established processes, guidelines, laws, and regulations while supporting the bank’s risk culture and operational excellence. This is a first-shift position with a 40-hour workweek. Weekend and/or extended-hours work may be required, and scheduling may include any financial center location within a reasonable distance.

Requirements

High School Diploma, GED, secondary school education, or equivalent.
Strong work ethic, motivation, self-starting approach, 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 and confident communication skills 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 technologies such as ATMs, online banking, and mobile banking.
Strong critical-thinking and problem-solving skills to meet clients’ needs.
Ability to follow established processes and guidelines and comply with applicable laws and regulations.
Effective time and capacity management.
Ability to work weekends and/or extended hours, which may include scheduling at any financial center location within a reasonable distance.
40 hours per week.

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.
Skills in 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 in daily activities, acting in the best interests of clients and the bank and adhering to applicable laws and regulations.
Grow 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 and educate and assist them with transactions through self-service resources, including mobile banking, online banking, and ATMs.
Accurately and efficiently process cash transactions as needed.
Have in-depth conversations with clients to understand their financial and life priorities and connect them with solutions that meet their financial goals.