Relationship Banker - South Delray Financial Center - Spanish Required

Bank of America•Delray Beach, FL

3d•Onsite

About The Position

At Bank of America, the Relationship Banker engages clients in the lobby, educates them, and helps them conduct transactions using self-service resources such as mobile banking, online banking, or ATMs. The role accurately and efficiently processes cash transactions as needed and has in-depth conversations with clients to understand their financial and life priorities and connect them with solutions that support their financial goals. The position executes the bank’s risk culture and supports operational excellence while building client relationships and delivering a strong client experience. Relationship Bankers manage financial center traffic, appointments, and outbound calls, and partner with specialists in small business, lending, and investments to grow their knowledge and network. The role follows established processes and applicable laws and regulations, and includes cash responsibilities. This is an in-office role. The employee must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance. Spanish language skills are required.

Requirements

Spanish language proficiency is required.
Be an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the client’s best interest.
Collaborate effectively and build and nurture strong relationships.
Demonstrate passion, commitment, and drive to improve clients’ financial lives.
Confidently identify solutions for new and existing clients based on their needs.
Communicate effectively and confidently and feel comfortable engaging all clients.
Learn and adapt to new information and technology platforms.
Confidently educate clients on 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 and applicable laws and regulations.
Manage time and capacity efficiently.
Focus on results while acting in the client’s best interest.
Be able to work weekends and/or extended hours, potentially at any financial center within a reasonable distance.
High School Diploma, GED, secondary school education, or equivalent.
Skills include 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.

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 in business management, business administration, or finance.

Responsibilities

Engage clients in the lobby and educate and assist them 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 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, 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 networks.
Manage financial center traffic, appointments, and outbound calls effectively.
Drive the client experience and manage cash responsibilities.