Relationship Banker - Neptune Beach Financial Center

Bank of America • Neptune Beach, FL

8d • Onsite

About The Position

At Bank of America, the Relationship Banker 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. The role accurately and efficiently processes cash transactions as needed and holds in-depth conversations to understand clients’ financial and life priorities, then connects them with solutions that support their financial goals.

The position contributes to the bank’s risk culture and operational excellence, builds client relationships, manages financial center traffic and appointments, and works with experts in small business, lending, and investments. Bank of America describes its culture as inclusive and supportive of teammate development and well-being. The company is committed to an in-office culture, with flexibility based on role responsibilities and business needs.

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.
• Ability to collaborate effectively 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 all clients.
• Ability to learn and adapt to new information and technology platforms.
• Confidence educating clients on simple banking transactions through 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, comply with applicable laws and regulations, and act in clients’ and the bank’s best interests.
• 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 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, acting in clients’ and the bank’s best interests and complying 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 self-service banking transactions.
• Understand clients’ financial and life priorities and connect them with solutions that meet their financial goals.

What This Job Offers

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