Relationship Banker - Palm Bay Financial Center

Bank of America•Palm Bay, FL

5d•Onsite

About The Position

At Bank of America, Relationship Bankers support the company’s purpose of helping make financial lives better by building connections with clients and delivering responsible growth. The role is based in an in-office financial center environment that supports collaboration, engagement, and career development. The Relationship Banker engages clients in the 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. Through in-depth conversations, the banker learns about clients’ financial and life priorities and connects them with solutions that support their financial goals. The position also involves managing financial center traffic, appointments, outbound calls, and cash responsibilities while following applicable processes, laws, and regulations.

Requirements

High school diploma, GED, secondary school education, or equivalent.
Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
Ability to collaborate effectively, get things done, 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 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 conducting simple banking transactions using self-service technologies such as ATMs, online banking, and mobile banking.
Strong critical-thinking and problem-solving skills to meet clients’ needs.
Willingness to follow established processes and guidelines and applicable laws and regulations.
Ability to manage time and capacity efficiently.
Focus on results while acting in the best interest of the client.
Ability to work weekends and/or extended hours, including possible scheduling at another 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.
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 in daily activities, acting in the best interests 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.
Engage clients in the lobby and educate and assist them with transactions through self-service resources, including mobile banking, online banking, and ATMs.
Conduct conversations to understand clients’ financial and life priorities and connect them to solutions that meet their financial goals.
Work weekends and/or extended hours as required, potentially at any financial center location within a reasonable distance.