Relationship Banker - Kissimmee Financial Center

Bank of America•Kissimmee, FL

2d•Onsite

About The Position

At Bank of America, Relationship Bankers help improve clients’ financial lives by engaging clients in the financial center lobby, educating them, and assisting them with transactions through self-service resources such as mobile banking, online banking, and ATMs. They accurately and efficiently process cash transactions as needed and have in-depth conversations to understand clients’ financial and life priorities and connect them with solutions that support their financial goals. The role executes the bank’s risk culture and strives for operational excellence while building client relationships, managing financial center traffic, appointments, and outbound calls, and driving the client experience. Relationship Bankers partner with experts in small business, lending, and investments to grow their knowledge and network. The position is an in-office role, requires a high school diploma or equivalent, and may require weekend or extended hours, including assignment to a nearby financial center. The posted schedule is first shift, 40 hours per week.

Requirements

High school diploma, GED, secondary school qualification, 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 and build and nurture strong relationships.
Demonstrate passion, commitment, and drive to deliver experiences that improve clients’ financial lives.
Confidently identify solutions for new and existing clients based on their needs.
Communicate effectively and confidently and feel comfortable 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, including ATMs, online banking, and mobile banking.
Strong critical-thinking and problem-solving skills to meet clients’ needs.
Follow established processes and guidelines and adhere to 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; may be 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.
Skills: 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

Engage clients in the lobby, educate them, and assist with 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 with 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, doing what is right for clients and the bank and adhering to applicable laws and regulations.
Partner with experts in small business, lending, and investments to grow business knowledge and professional networks.
Manage financial center traffic, appointments, and outbound calls effectively.
Drive the client experience and manage cash responsibilities.