Relationship Banker - Lehigh Acres Financial Center - Bilingual Spanish Required

Bank of America•Lehigh Acres, FL

3d•Onsite

About The Position

At Bank of America, the Relationship Banker engages clients in the financial center lobby, educates them, and helps them conduct transactions through self-service resources such as mobile banking, online banking, and ATMs. The role accurately and efficiently processes cash transactions as needed and has in-depth conversations with clients to understand their financial and life priorities and connect them with solutions that support their goals. The position builds client relationships and delivers a strong client experience while managing financial center traffic, appointments, outbound calls, and cash responsibilities. It also partners with specialists in small business, lending, and investments, follows established processes and applicable laws and regulations, and supports the bank’s risk culture and operational excellence. Bank of America describes its culture as inclusive and caring, with an in-office approach intended to support collaboration, engagement, and career development.

Requirements

High school diploma, GED, secondary school, or equivalent.
Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results, acting in the client’s best interest.
Collaborates effectively and builds and nurtures strong relationships.
Demonstrates passion, commitment, and drive to improve clients’ financial lives.
Confidently identifies solutions for new and existing clients based on their needs.
Communicates effectively and confidently and is comfortable engaging 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 client needs.
Follows established processes and guidelines and applicable laws and regulations.
Effectively manages time and capacity while focusing on results and acting in clients’ best interests.
Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance.
Bilingual Spanish required.

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 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 with solutions that meet their 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, acting in the best interest 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.