Relationship Banker - Fort Walton Beach Financial Center

Bank of America•Fort Walton Beach, FL

5d•Onsite

About The Position

At Bank of America, the Relationship Banker helps make financial lives better through client connections and supports the company’s commitment to Responsible Growth. The role engages clients in the financial center lobby, educates them about and assists them with transactions using self-service resources such as mobile banking, online banking, and ATMs, and accurately processes cash transactions when needed. The banker has in-depth conversations to understand clients’ financial and life priorities and connects them with solutions aligned to their financial goals. The position contributes to an inclusive, collaborative, in-office culture and works to deliver a strong client experience while following established processes, risk standards, and applicable laws and regulations. The banker builds relationships, partners with specialists in small business, lending, and investments, and manages financial center traffic, appointments, outbound calls, and cash responsibilities. The listed schedule is 40 hours per week on first shift. Weekend and/or extended-hour work may be required, and scheduling may include another financial center within a reasonable distance.

Requirements

Be an enthusiastic, highly motivated self-starter with a strong work ethic and focus on results, acting in the best interest of the client.
Collaborate effectively and build and nurture strong relationships.
Demonstrate passion, commitment, and drive to improve 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.
Be able to learn and adapt to new information and technology platforms.
Confidently educate clients on conducting simple banking transactions through 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 and applicable laws and regulations.
Manage time and capacity efficiently.
Focus on results while acting in the best interest of the client.
Be able to work weekends and/or extended hours, potentially at any financial center location within a reasonable distance.
High school diploma, GED, secondary school qualification, or equivalent.

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

Engage clients in the lobby and educate and assist them with transactions through self-service resources such as mobile banking, online banking, and ATMs.
Accurately and efficiently process cash transactions for clients 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.
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 and adhere 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.