Relationship Banker - West Melbourne Financial Center

Bank of America•West Melbourne, FL

1d•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 processes cash transactions accurately and efficiently when needed, and holds in-depth conversations to understand clients’ financial and life priorities and connect them with solutions aligned to their goals. The position supports the bank’s risk culture and operational excellence, builds client relationships, and follows established procedures and applicable laws and regulations. Relationship Bankers collaborate with specialists in small business, lending, and investments, manage financial center traffic, appointments, and outbound calls, drive the client experience, and handle cash responsibilities. The role is based in an in-office financial center environment and requires weekend and/or extended-hours availability, including possible scheduling at another nearby financial center.

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 improve 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 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 and applicable laws and regulations.
Ability to manage time and capacity efficiently.
Ability to focus on results while acting in the client’s best interest.
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.
Skills in 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 and educate and assist them with conducting transactions through self-service resources, including mobile banking, online banking, and ATMs.
Accurately and efficiently process cash transactions for clients as needed.
Conduct in-depth conversations to understand clients’ 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 and applicable laws and regulations.
Grow business knowledge and 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.