Relationship Banker - Palm Springs Desert - Bilingual Spanish Required
About The Position
At Bank of America, the Relationship Banker engages clients in the 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 to understand clients’ financial and life priorities and connect them with solutions that support their financial goals. The position is based at the Palm Desert financial center and requires bilingual Spanish. It is an in-office role focused on collaboration, client engagement, and career development. The schedule is first shift, 40 hours per week, with weekend and/or extended-hour availability required; scheduling may include any financial center within a reasonable distance.
Requirements
- Bilingual Spanish is required.
- High School Diploma, GED, Secondary School, or equivalent is required.
- Strong work ethic, motivation, self-starting ability, and focus on results while 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, confident communication 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.
- 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.
- Availability 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’s 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 clients’ and the bank’s best interests 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 such as ATMs, online banking, and mobile banking.
- Have in-depth conversations with clients to understand their financial and life priorities and connect them with appropriate solutions.
Benefits
- Benefits eligibility.
- Paid time off.
- Resources and support for employees.
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
