Relationship Banker-Spanish Required

Bank of America•Oakland, CA
•Onsite

About The Position

At Bank of America, the Relationship Banker engages clients in the financial center lobby, educates them about and assists with self-service banking, and processes cash transactions accurately and efficiently when needed. The role involves in-depth conversations to understand clients’ financial and life priorities and connecting them with solutions that support their goals. The position is open across the market, with the specific Financial Center location determined by business needs. New hires train at one financial center and may then move to another location within a reasonable commuting distance of home, to the extent permitted by applicable law. The role is based in an in-office financial center environment and is scheduled for 40 hours per week on first shift. Spanish is required.

Requirements

  • High School Diploma, GED, secondary school, or equivalent.
  • Spanish language proficiency is required.
  • Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results, acting in the client’s best interest.
  • Collaborates effectively and builds and nurtures strong relationships.
  • Passion, commitment, and drive to deliver an experience that improves 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 comply with applicable laws and regulations.
  • Efficient time and capacity management.
  • Ability to focus on results while acting in the client’s best interest.
  • 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 financial services 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, acting in clients’ and the bank’s best interests and complying with 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 self-service banking, including mobile banking, online banking, and ATMs.
  • Accurately and efficiently process client cash transactions as needed.
  • Learn about clients’ financial and life priorities and connect them to solutions that support their goals.

Benefits

  • Benefits eligibility
  • Paid time off
  • Resources and support for employees
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