About The Position

At Bank of America, the Relationship Banker helps clients make progress toward their financial goals while supporting the bank’s purpose of improving financial lives through every connection. The role engages clients in the financial center lobby, educating and assisting them with transactions through self-service resources such as mobile banking, online banking, and ATMs. It also processes cash transactions accurately and efficiently when needed. The banker has in-depth conversations with clients to understand their financial and life priorities and connects them with solutions that fit their needs. The role builds client relationships, supports the client experience, manages financial-center traffic and appointments, and partners with specialists in small business, lending, and investments. It follows established procedures and applicable laws and regulations, and contributes to the bank’s risk culture and operational excellence. This is an in-office role. The banker must be able to work weekends and/or extended hours and may be scheduled at any financial center within a reasonable distance. The position is designated at 5% travel and requires Spanish bilingual ability.

Requirements

  • Bilingual Spanish ability is required.
  • Be an enthusiastic, highly motivated self-starter with a strong work ethic and focus on results, acting in the client’s best interest.
  • Collaborate effectively and build and nurture strong relationships.
  • Show passion, commitment, and drive to deliver an experience that improves clients’ financial lives.
  • Confidently identify solutions for new and existing clients based on their needs.
  • Communicate effectively and confidently and feel comfortable 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, including ATMs, online banking, and mobile banking.
  • Strong critical-thinking and problem-solving skills to meet clients’ needs.
  • Follow established processes and guidelines and applicable laws and regulations.
  • Efficiently manage time and capacity.
  • Focus on results while acting in the client’s best interest.
  • Ability to work weekends and/or extended hours, potentially at any financial-center location within a reasonable distance.

Nice To Haves

  • Experience in financial services and knowledge of financial-services 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 such as mobile banking, online banking, or 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 to appropriate solutions.
  • 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 and manage cash responsibilities.

Benefits

  • Affordable, competitive, and flexible benefits.
  • Support for teammates’ physical, emotional, and financial wellness.
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