Relationship Banker - Ives Dairy Road - English and Spanish Language Required

Bank of America•Miami, FL

3d•Onsite

About The Position

At Bank of America, the Relationship Banker engages clients in the financial center lobby, educates and assists them with transactions using self-service resources such as mobile banking, online banking, and ATMs, and accurately 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 also helps deliver an inclusive, client-focused experience while contributing to the bank’s risk culture and operational excellence. English and Spanish language skills are required. The position is first shift and scheduled for 40 hours per week. Weekend and/or extended hours may be required, and scheduling may include another financial center within a reasonable distance.

Requirements

High school diploma, GED, secondary school credential, or equivalent.
Fluent in English and Spanish.
Be an 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.
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 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.
Follow established processes and guidelines and applicable laws and regulations.
Efficiently manage time and capacity.
Focus on results while acting in the client’s best interest.
Ability 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 degree, such as business management, business administration, or finance.

Responsibilities

Engage clients in the lobby and educate and assist them with transactions using self-service resources.
Accurately and efficiently process cash transactions for clients as needed.
Have in-depth conversations with clients to understand their financial and life priorities and connect them to 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, acting in the best interests of 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.
Manage cash responsibilities.