About The Position

At Bank of America, the Relationship Banker engages clients in the financial center lobby, educating 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 as needed and having in-depth conversations to understand clients’ financial and life priorities, then connecting them with solutions that meet their financial goals. The Relationship Banker helps drive a positive client experience and operational excellence while executing the bank’s risk culture. The position requires English and Spanish language skills. It is an in-office role, with weekend and/or extended hours possible and scheduling at another financial center within a reasonable distance.

Requirements

  • High School Diploma, GED, secondary school, or equivalent.
  • English and Spanish language skills are required.
  • Strong work ethic, motivation, initiative, and focus on results while acting in the client’s best interest.
  • Ability to collaborate effectively and build and nurture strong relationships.
  • Commitment and drive to improve clients’ financial lives.
  • Confidence identifying solutions for new and existing clients based on their needs.
  • Effective and confident communication and comfort engaging with all clients.
  • Ability to learn and adapt to new information and technology platforms.
  • Confidence educating clients on simple banking transactions using 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.
  • Ability to manage time and capacity efficiently.
  • Ability to work weekends and/or extended hours, potentially at any financial center within a reasonable distance.
  • Ability to work a first shift schedule; the posting specifies 40 hours per week.

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’s degree, such as business management, business administration, or finance.
  • Skills in 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.

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, 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, educate and assist them with self-service transactions, and process cash transactions accurately and efficiently as needed.
  • Understand clients’ financial and life priorities and connect them with solutions that meet their goals.

Benefits

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