Relationship Banker- Oakland Area

Bank of America•Oakland, CA

1d•$25 - $27•Onsite

About The Position

At Bank of America, the Relationship Banker engages clients in the lobby, educating and assisting them with transactions through self-service resources such as mobile banking, online banking, and ATMs. The role includes accurately and efficiently processing cash transactions as needed, having in-depth conversations to understand clients’ financial and life priorities, and connecting them with solutions that support their financial goals. The position is open across the Oakland market. The specific financial center location will be determined by business needs. A new hire will train at one financial center and may then move to another location within a reasonable commuting distance of home, as permitted by applicable law. This is an in-office role, with expectations shaped by the responsibilities and business needs of the position.

Requirements

High school diploma, GED, secondary school, or equivalent.
Enthusiastic, highly motivated self-starter with a strong work ethic and a strong focus on results and acting in the client’s best interest.
Ability to collaborate effectively, get things done, and build and nurture strong relationships.
Passion, 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 through 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, comply with applicable laws and regulations, and act in the best interests of clients and the bank.
Ability to manage time and capacity efficiently.
Ability to work weekends and/or extended hours, potentially at any financial center location within a reasonable distance.
Compliance with FDIC restrictions or prohibitions relating to specified criminal history for this position.

Nice To Haves

Experience in financial services and knowledge of the 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’s 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, acting in clients’ and the bank’s best interests and complying 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.
Educate and assist clients with conducting transactions using self-service resources such as ATMs, online banking, and mobile banking.
Engage clients in conversations to understand their financial and life priorities and connect them with appropriate solutions.