Relationship Banker - Lakeland East Hillsborough Market

Bank of America•Sun City Center, FL

3d•Onsite

About The Position

At Bank of America, Relationship Bankers support the company’s purpose of helping make financial lives better by engaging clients and connecting them with solutions. The role is based in an in-office culture that supports collaboration, engagement, and career development, with flexibility determined by role responsibilities and business needs. The Relationship Banker engages clients in the lobby, educates and assists them with transactions through self-service resources such as mobile banking, online banking, and ATMs, and accurately processes cash transactions as needed. The role includes having in-depth conversations to understand clients’ financial and life priorities and connecting them with solutions that meet their financial goals. The position is 40 hours per week and requires weekend and/or extended-hours availability, potentially at another financial center within a reasonable distance.

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 deliver an experience that improves clients’ financial lives.
Confidence identifying solutions for new and existing clients based on their needs.
Effective and confident communication skills and comfort 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 to meet clients’ needs.
Ability to follow established processes and guidelines and applicable laws and regulations.
Ability to manage time and capacity efficiently.
Must be able to work weekends and/or extended hours, potentially 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 in daily activities, acting in clients’ and the bank’s best interests and adhering to applicable laws and regulations.
Grow business knowledge and 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.
Engage clients in the lobby and educate and assist them with self-service banking transactions.
Have conversations to understand clients’ financial and life priorities and connect them to solutions that meet their goals.