Relationship Banker - West Melbourne Financial Center

Bank of America•West Melbourne, FL

1d•Onsite

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 processes cash transactions accurately and efficiently as needed, and has in-depth conversations with clients to understand their financial and life priorities and connect them with solutions that support their goals. The position supports the bank’s risk culture and operational excellence, builds client relationships, manages financial-center traffic and appointments, and collaborates with specialists in small business, lending, and investments. Bank of America describes its culture as inclusive and caring and commits to an in-office culture that supports collaboration, engagement, and career development, with flexibility based on role responsibilities and business needs.

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 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.
Ability to follow established processes and guidelines and comply with applicable laws and regulations.
Ability to manage time and capacity efficiently.
Ability to focus on results while acting in the client’s best interest.
Must be able to work weekends and/or extended hours, and may 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’s 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, including mobile banking, online banking, and ATMs.
Process cash transactions accurately and efficiently as needed.
Have in-depth conversations with clients to understand their financial and life priorities and connect them with solutions that meet their 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, and comply 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.