Relationship Banker

Bank of America • Danville, CA

19d • Onsite

About The Position

At Bank of America, the Relationship Banker 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 accurately processes cash transactions as needed. The role involves having in-depth conversations to understand clients’ financial and life priorities and connecting them with solutions that support their financial goals. The position is open across the market; the specific financial center is determined by business needs. A new hire trains at one financial center and may then move to another location within a reasonable commuting distance of home, as permitted by applicable law.

Bank of America describes its culture as focused on Responsible Growth, client service, inclusion, collaboration, and teammate development and well-being. The company expects an in-office culture, with flexibility based on role responsibilities and business needs. This position is first shift and scheduled for 40 hours per week. Candidates must be able to work weekends and/or extended hours, and may be scheduled at any financial center within a reasonable distance. The role has a base hourly pay range of $25.00 to $26.77, with offers determined by experience, education, and skill set; it is not incentive eligible. The role is benefits eligible.

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, get things done, and build and nurture 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 using self-service technologies such as ATMs, online banking, and mobile banking.
• Strong critical thinking and problem-solving skills to meet client needs.
• Ability to follow established processes and guidelines and comply with applicable laws and regulations.
• Ability to manage time and capacity efficiently and focus on results while acting in the client’s best interest.
• Must be able 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, doing what is right for clients and the bank 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 transactions through self-service resources, including ATMs, online banking, and mobile banking.
• Have conversations with clients to understand their financial and life priorities and connect them to suitable solutions.
• Accurately and efficiently process cash transactions as needed.

Benefits

• Benefits eligible.
• Access to paid time off.
• Resources and support for employees.
• Affordable, competitive, and flexible benefits supporting physical, emotional, and financial wellness.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED