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 accurately and efficiently processes cash transactions as needed and has in-depth conversations with clients to understand their financial and life priorities and connect them with solutions that support their financial goals. The position contributes to a positive client experience while executing the bank’s risk culture and pursuing operational excellence. Relationship Bankers follow established processes and applicable laws and regulations, manage financial center traffic, appointments, and outbound calls, and build business knowledge by partnering with experts in small business, lending, and investments. This role requires English and Spanish language skills, and work may include weekends, extended hours, and assignments at nearby financial center locations.

Requirements

  • English and Spanish language skills are required.
  • Be an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results, acting in the best interest of the client.
  • Collaborate effectively, get things done, 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 be comfortable engaging with 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 clients’ needs.
  • Follow established processes and guidelines and applicable laws and regulations.
  • Efficiently manage time and capacity while focusing on results and acting in clients’ best interests.
  • Ability to work weekends and/or extended hours, potentially at any financial center location within a reasonable distance.
  • High School Diploma, GED, secondary school qualification, or equivalent.

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

  • Engage clients in the lobby and educate and assist them with transactions through self-service resources such as mobile banking, online banking, and ATMs.
  • Accurately and efficiently process cash transactions for clients as needed.
  • Hold in-depth conversations with clients to understand their financial and life priorities and connect them to solutions that meet their financial goals.
  • 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.
  • Partner with experts in small business, lending, and investments to grow business knowledge and networks.
  • Manage financial center traffic, appointments, and outbound calls effectively.
  • Drive the client experience and manage cash responsibilities.

Benefits

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