Relationship Banker - Tallahassee, FL

Bank of America•Tallahassee, FL

1d•Onsite

About The Position

At Bank of America, the Relationship Banker engages clients in the lobby, educates them, and assists them with conducting transactions through self-service resources such as mobile banking, online banking, or ATMs. The role accurately and efficiently processes cash transactions as needed. Relationship Bankers have in-depth conversations with clients to understand their financial and life priorities and connect them with solutions that support their financial goals. The position operates within Bank of America’s Responsible Growth and risk culture, with a focus on operational excellence, regulatory compliance, and a strong client experience. Bank of America describes 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 is the minimum education requirement.
Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results, acting in the client’s best interest.
Collaborates effectively and builds and nurtures strong relationships.
Demonstrates passion, commitment, and drive to improve clients’ financial lives.
Confidently identifies solutions for new and existing clients based on their needs.
Communicates effectively and confidently and is comfortable engaging all clients.
Able to learn and adapt to new information and technology platforms.
Confident educating clients on simple banking transactions using self-service technologies such as ATMs, online banking, and mobile banking.
Applies strong critical-thinking and problem-solving skills to meet client needs.
Follows established processes and guidelines and applicable laws and regulations.
Manages time and capacity efficiently.
Must be able to work weekends and/or extended hours, which may include being 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 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 network.
Manage financial center traffic, appointments, and outbound calls effectively.
Drive the client experience.
Manage cash responsibilities.
Engage clients in the lobby and educate and assist them with self-service banking transactions.
Conduct conversations to understand clients’ financial and life priorities and connect them to suitable solutions.
Accurately and efficiently process cash transactions as needed.