Relationship Banker- Bilingual Spanish preferred

Bank of America•Oregon City, OR

1d•Onsite

About The Position

At Bank of America, Relationship Bankers help make financial lives better by engaging clients and providing support aligned with their financial goals. This role engages clients in the financial center lobby, educates and assists them with transactions using self-service resources such as mobile banking, online banking, and ATMs, and accurately processes cash transactions as needed. It also involves in-depth conversations to understand clients’ financial and life priorities and connecting them with appropriate solutions. The position is part of an in-office culture that supports collaboration, engagement, and career development. The bank emphasizes Responsible Growth, an inclusive workplace, and support for teammates’ physical, emotional, and financial wellness through affordable, competitive, and flexible benefits.

Requirements

High school diploma, GED, secondary school education, or equivalent.
Strong work ethic, self-motivation, enthusiasm, and a focus on results and 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.
Ability to follow established processes and guidelines and applicable laws and regulations.
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.

Nice To Haves

Bilingual Spanish preferred.
Experience in financial services and knowledge of 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.
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, doing what is right for 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 lobby clients and educate and assist them with transactions through self-service resources, including mobile banking, online banking, and ATMs.
Have in-depth conversations with clients to understand their financial and life priorities and connect them to solutions that meet their financial goals.