Relationship Banker - Treasure Coast Market

Bank of America•Stuart, FL

2d•Onsite

About The Position

At Bank of America, the Relationship Banker supports the company’s purpose of helping make financial lives better through client connections and Responsible Growth. The role engages clients in the financial center lobby, educates them about and assists with transactions using self-service resources such as mobile banking, online banking, and ATMs, and accurately processes cash transactions as needed. The banker has in-depth conversations to understand clients’ financial and life priorities and connects them with solutions aligned to their goals. The position also supports an inclusive, collaborative in-office culture and contributes to client, teammate, community, and shareholder success.

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 and build and nurture strong relationships.
Passion, commitment, and drive to improve clients’ financial lives.
Confidence identifying solutions for new and existing clients based on their needs.
Effective, confident communication and comfort engaging with all clients.
Ability to learn and adapt to new information and technology platforms.
Confidence educating clients on self-service banking technologies, including ATMs, online banking, and mobile banking.
Strong critical-thinking and problem-solving skills.
Ability to manage time and capacity efficiently.
Willingness and ability to work weekends and/or extended hours, and to be scheduled 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.
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, including processing cash transactions as needed.
Educate and assist clients with conducting simple banking transactions through self-service technologies.