Relationship Banker - Sacramento Metro Area
About The Position
At Bank of America, the Relationship Banker engages clients in the lobby, educates and assists them with conducting transactions through self-service resources such as mobile banking, online banking, and ATMs, and accurately and efficiently processes cash transactions as needed. The role involves 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 Sacramento Metro Area. The specific Financial Center location will be determined by business needs. New hires train at one financial center and may subsequently move to another location within a reasonable commuting distance of home, as permitted by applicable law. Bank of America maintains an in-office culture with role-specific attendance requirements and flexibility considerations.
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.
- Collaborate effectively and build and nurture strong relationships.
- Show passion, commitment, and drive to deliver an experience that improves clients’ financial lives.
- Confidently identify solutions for new and existing clients based on their needs.
- Communicate effectively and confidently and be comfortable engaging all clients.
- Ability to learn and adapt to new information and technology platforms.
- Confidently educate clients on simple banking transactions using self-service technologies such as ATMs, online banking, and mobile banking.
- Apply critical thinking and problem-solving skills to meet clients’ needs.
- Follow established processes and guidelines, comply with applicable laws and regulations, and act in the interests of clients and the bank.
- Manage time and capacity efficiently.
- Focus on results while acting in the client’s best interest.
- Be flexible to work weekends and/or extended hours as needed.
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.
- Spanish language skills preferred.
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.
- Educate and assist clients with transactions using self-service resources, including mobile banking, online banking, and ATMs.
- Engage clients in conversations to understand their financial and life priorities and connect them to solutions that meet their goals.
Benefits
- Benefits eligibility.
- Access to paid time off.
- Resources and support for employees.
- Base salary; the role is not incentive eligible.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
