Relationship Banker - Lakeland E Hillsborough Market

Bank of America•Lakeland, FL

3d•Onsite

About The Position

At Bank of America, the Relationship Banker helps clients make financial decisions through personalized connections and responsible banking. The role engages clients in the financial center lobby, educates them on and assists with transactions through self-service resources such as mobile banking, online banking, and ATMs, and accurately processes cash transactions when needed. Relationship Bankers have in-depth conversations to understand clients’ financial and life priorities and connect them with solutions aligned to their goals. The position is part of an in-office culture, with flexibility based on role responsibilities and business needs.

Requirements

High school diploma, GED, secondary school, or equivalent.
Strong work ethic, self-motivation, and a focus on results and acting in clients’ best interests.
Ability to collaborate effectively and build and nurture strong relationships.
Commitment to delivering an experience that improves clients’ financial lives.
Confidence identifying solutions for new and existing clients based on their needs.
Effective, confident communication and comfort engaging with all clients.
Ability to learn and adapt to new information and technology platforms.
Confidence educating clients on self-service banking technologies, including ATMs, online banking, and mobile banking.
Strong critical-thinking and problem-solving skills.
Ability to follow established processes and guidelines and comply with applicable laws and regulations.
Effective time and capacity management.
Ability to work weekends and/or extended hours, potentially at any financial center within a reasonable distance.

Nice To Haves

Experience in financial services and knowledge of the 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

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, complying with applicable laws and regulations.
Build business knowledge and a 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 lobby clients, educate and assist them with self-service banking resources, and process cash transactions as needed.
Discuss clients’ financial and life priorities and connect them to solutions that support their financial goals.