Relationship Banker - Pinellas Bradenton Market

Bank of America•Ellenton, GA

3d•Onsite

About The Position

At Bank of America, the Relationship Banker supports the company’s purpose of helping make financial lives better through every connection. The role 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 when needed. The banker has in-depth conversations to understand clients’ financial and life priorities and connects them with solutions aligned with their financial goals. The position drives a positive client experience while upholding risk culture, operational excellence, and established processes and guidelines. The banker manages financial center traffic, appointments, outbound calls, and cash responsibilities, and partners with specialists in small business, lending, and investments. The role is based in an in-office financial center environment and may require work at another financial center within a reasonable distance.

Requirements

High school diploma, GED, secondary school, or equivalent.
Strong work ethic and results focus; acts in the best interest of clients.
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, confident communication and comfort engaging with all clients.
Ability to learn and adapt to new information and technology platforms.
Ability to educate clients on simple transactions using ATM, online banking, and mobile banking.
Strong critical-thinking and problem-solving skills.
Ability to follow established processes and guidelines and comply with applicable laws and regulations.
Effective time and capacity management.
Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location 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’s 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, and comply with applicable laws and regulations.
Build business knowledge and a professional network 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.
Accurately and efficiently process cash transactions as needed.
Have in-depth conversations with clients to understand their financial and life priorities and connect them to solutions.