Relationship Banker - South Bay Market

Bank of America•Torrance, CA

2d•Onsite

About The Position

At Bank of America, the Relationship Banker helps make financial lives better by engaging clients in the financial center lobby, educating them about self-service resources, and assisting with transactions. The role includes accurately processing cash transactions when needed and having in-depth conversations to understand clients’ financial and life priorities and connect them with solutions that support their goals. This position is open across the South Bay market. The specific financial center assignment will depend on business needs. A new hire will train at one financial center and may later move to another location within a reasonable commuting distance of home, to the extent permitted by applicable law. Bank of America describes its culture as in-office, supporting collaboration, engagement, and career development, with flexibility based on role responsibilities and business needs.

Requirements

Be an enthusiastic, highly motivated self-starter with a strong work ethic and a strong focus on results, acting in the client’s best interest.
Collaborate effectively, getting things done while building and nurturing 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 feel comfortable engaging with all clients.
Be able to learn and adapt to new information and technology platforms.
Confidently educate clients on conducting simple banking transactions through self-service technologies, such as ATMs, online banking, and mobile banking.
Apply strong critical-thinking and problem-solving skills to meet clients’ needs.
Follow established processes and guidelines, adhering to applicable laws and regulations.
Efficiently manage time and capacity.
Focus on results while acting in the client’s best interest.
Be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance.
Comply with applicable hiring restrictions relating to specified criminal history under FDIC and Loan Originator laws or regulations.

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

Engage clients in the lobby and educate and assist them with transactions using self-service resources such as mobile banking, online banking, and ATMs.
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, doing what is right for clients and the bank and adhering to applicable laws and regulations.
Grow business knowledge and networks by partnering with experts in small business, lending, and investments.
Effectively manage financial center traffic, appointments, and outbound calls.
Drive the client experience.
Manage cash responsibilities.