Relationship Banker- Bilingual Spanish or Chinese Cantonese/Mandarin Preferred

Bank of America•Portland, OR

2d•Onsite

About The Position

At Bank of America, Relationship Bankers help make financial lives better through client connections and responsible growth. The position engages clients in the financial center lobby, educates and assists them with transactions through self-service resources such as mobile banking, online banking, and ATMs, and processes cash transactions accurately and efficiently as needed. Through in-depth conversations, Relationship Bankers learn clients’ financial and life priorities and connect them with solutions aligned with their goals. The role supports an in-office culture focused on collaboration, engagement, and career development, with flexibility based on role responsibilities and business needs. The position is 40 hours per week on the first shift. Bilingual Spanish or Chinese Cantonese/Mandarin is preferred, as indicated in the job title.

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 conducting simple banking transactions through self-service technologies, including 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 comply with 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

Bilingual Spanish or Chinese Cantonese/Mandarin.
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 adhering to 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 transactions using self-service resources such as mobile banking, online banking, and ATMs.
Have conversations with clients to understand their financial and life priorities and connect them with appropriate solutions.
Process cash transactions accurately and efficiently as needed.