Relationship Banker- Stockton Area

Bank of America • Stockton, CA

3d • Onsite

About The Position

At Bank of America, the Relationship Banker helps make financial lives better by engaging clients in the financial center and connecting them with solutions that meet their needs. The role involves welcoming and assisting clients in the lobby, educating them on self-service options such as mobile banking, online banking, and ATMs, and accurately processing cash transactions when needed. Bankers have in-depth conversations to understand clients’ financial and life priorities and help them pursue their financial goals.

The position is open across the Stockton market. The specific Financial Center location is determined by business needs. A successful candidate will train at one financial center and may later work at another location within a reasonable commuting distance of home, as permitted by law. Bank of America describes its culture as inclusive and supportive of teammate development and wellness, and maintains an in-office culture focused on 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 and client interests.
• Ability to collaborate effectively 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, confident communication 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.
• 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 and focus on results while acting in the client’s best interest.
• Ability to work weekends and/or extended hours, potentially at any financial center 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 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.
• Build relationships with clients and understand their financial needs and priorities.
• Connect clients to solutions that meet their financial goals.
• Execute the bank’s risk culture and strive for operational excellence.
• Follow established processes and guidelines, acting in the best interests of clients and the bank 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 a positive client experience.
• Manage cash responsibilities.

Benefits

• Benefits eligibility.
• Access to paid time off.
• Resources and support for employees.
• Affordable, competitive, and flexible benefits supporting physical, emotional, and financial wellness.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED