Relationship Banker - Zephyrhills Financial Center

Bank of America•Zephyrhills, FL

3d•Onsite

About The Position

At Bank of America, the Relationship Banker helps make financial lives better through client connections and supports the bank’s Responsible Growth goals. The role engages clients in the lobby, educates and assists them with conducting transactions through self-service resources such as mobile banking, online banking, and ATMs, and accurately and efficiently processes cash transactions when needed. The banker has in-depth conversations to understand clients’ financial and life priorities and connects them with solutions that meet their goals. The position also supports an inclusive, collaborative in-office culture and provides opportunities to learn, grow, and contribute to the communities served.

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.
Collaborates effectively and builds and nurtures strong relationships.
Demonstrates passion, commitment, and drive to improve clients’ financial lives.
Confidently identifies solutions for new and existing clients based on their needs.
Communicates effectively and confidently and is comfortable engaging all clients.
Ability to learn and adapt to new information and technology platforms.
Confidence educating clients on simple transactions using self-service technology, such as ATMs, online banking, and mobile banking.
Strong critical-thinking and problem-solving skills to meet client needs.
Follows established processes and guidelines and applicable laws and regulations.
Efficiently manages time and capacity.
Focuses on results while acting in the client’s best interest.
Must be able to work weekends and/or extended hours; scheduling may include a financial center within a reasonable distance.
Skills include 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.

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 in daily activities, doing what is right for clients and the bank 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 and educate and assist them with self-service banking transactions.
Conduct in-depth conversations to understand clients’ financial and life priorities and connect them to appropriate solutions.
Work weekends and/or extended hours, which may include being scheduled at a financial center within a reasonable distance.