About The Position

At Bank of America, the Relationship Banker helps make financial lives better by engaging clients in the lobby, educating them about banking options, and assisting them with transactions through self-service resources such as mobile banking, online banking, and ATMs. The role includes accurately and efficiently processing cash transactions when needed. The banker has in-depth conversations with clients to understand their financial and life priorities and connects them with solutions that support their goals. The role also builds client relationships, manages financial center traffic and appointments, makes outbound calls, and partners with specialists in small business, lending, and investments. Bank of America describes its culture as focused on Responsible Growth, inclusion, collaboration, career development, and teammate well-being. The company maintains an in-office culture, with flexibility based on role responsibilities and business needs.

Requirements

  • High school diploma, GED, secondary school education, or equivalent.
  • Bilingual Spanish.
  • 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.
  • 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 client needs.
  • Follow established processes and guidelines and applicable laws and regulations.
  • Efficiently manage time and capacity.
  • Focus on results while acting in the client's best interest.
  • Able to work weekends and/or extended hours, which may include scheduling 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.

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.
  • Grow business knowledge and networks 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, educate and assist them with self-service banking transactions, and process cash transactions accurately and efficiently as needed.
  • Understand clients' financial and life priorities and connect them to appropriate solutions.

Benefits

  • Affordable, competitive, and flexible benefits supporting teammates' physical, emotional, and financial wellness.
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