Relationship Banker - Broward North Boca Raton Market

Bank of America•Delray Beach, FL

1d•Onsite

About The Position

At Bank of America, Relationship Bankers help make financial lives better by engaging clients in the lobby, educating them, and assisting with transactions through self-service resources such as mobile banking, online banking, and ATMs. The role includes accurately and efficiently processing cash transactions as needed and having in-depth conversations to understand clients’ financial and life priorities, then connecting them with solutions that meet their financial goals. The position supports the bank’s risk culture and operational excellence, builds client relationships, and partners with experts in small business, lending, and investments. Relationship Bankers manage financial center traffic, appointments, outbound calls, and cash responsibilities while driving a positive client experience. The role is based in an in-office financial center environment and may involve assignment to any financial center within a reasonable distance.

Requirements

High School Diploma, GED, secondary school, or equivalent.
Enthusiastic, highly motivated self-starter with a strong work ethic and a focus on results and acting in the client’s best interest.
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 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.
Ability to follow established processes and guidelines, adhere to applicable laws and regulations, and act in the best interests of clients and the bank.
Ability to manage time and capacity efficiently.
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

Engage clients in the lobby and educate and assist them with conducting transactions through 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.
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, acting in the best interests of clients and the bank and adhering to 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.