Relationship Banker- Sacramento Metro Area

Bank of America • Sacramento, CA

3d • $25 - $27 • Onsite

About The Position

At Bank of America, Relationship Bankers help clients make informed financial decisions and connect them with solutions that support their financial goals. The role involves engaging clients in the lobby, educating and assisting them with transactions through self-service options such as mobile and online banking or ATMs, and processing cash transactions accurately and efficiently when needed. Bankers have in-depth conversations with clients to understand their financial and life priorities and connect them with appropriate solutions.

The position is open across the Sacramento Metro Area, with the specific Financial Center determined by business needs. If hired, the employee will train at one financial center and may then move to another location within a reasonable commuting distance of home, to the extent permitted by applicable law. The role is in-office and requires 40 hours per week, with weekend and/or extended hours possible and assignments at financial centers within a reasonable distance.

Bank of America describes its workplace as inclusive and focused on collaboration, engagement, career development, and teammate wellness. This role is compensated with a base salary and is not incentive eligible. It is currently benefits eligible.

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.
• Collaborate effectively to complete work 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 be comfortable engaging with all clients.
• Ability to learn and adapt to new information and technology platforms.
• Confidently educate clients on conducting simple banking transactions through self-service technologies, including ATMs, online banking, and mobile banking.
• Apply strong critical-thinking and problem-solving skills to meet clients’ needs.
• Follow established processes and guidelines, acting in clients’ and the bank’s best interests and complying with applicable laws and regulations.
• Manage time and capacity efficiently.
• Focus on results while acting in the client’s best interest.
• Ability to work weekends and/or extended hours, which may include being scheduled 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 a business-relevant associate degree, such as business management, business administration, or finance.

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 complying with 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 using self-service resources such as mobile banking, online banking, and 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 solutions that meet their financial goals.

Benefits

• Benefits eligible; specific benefit offerings are not enumerated in the posting.
• Access to paid time off.
• Resources and support for employees’ physical, emotional, and financial wellness.

What This Job Offers

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