Relationship Banker, Long Island Central, NY Area Bilingual Spanish required
About The Position
At Bank of America, Relationship Bankers help make financial lives better by engaging clients in the financial center lobby, educating them about and assisting with self-service resources such as mobile banking, online banking, and ATMs, and accurately processing cash transactions as needed. They have in-depth conversations with clients to understand their financial and life priorities and connect them with solutions that support their financial goals. The role also involves managing financial center traffic, appointments, and outbound calls, and partnering with specialists in small business, lending, and investments. The position is based at one of the listed Long Island, New York financial center locations and follows the bank’s in-office attendance requirements, with role-specific flexibility.
Requirements
- High school diploma, GED, secondary school, or equivalent.
- Bilingual Spanish required.
- Strong work ethic and results focus, with the ability to act in the client’s best interest.
- Ability to collaborate effectively and build and nurture strong relationships.
- Passion and commitment to delivering 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 ATMs, online banking, and mobile banking.
- 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.
- Flexibility to work weekends and/or extended hours as needed.
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.
- Skills in adaptability, business acumen, customer and client focus, oral communications, problem solving, account management, client experience branding, client management, client solutions advisory, relationship building, business development, pipeline management, prospecting, referral identification, and referral management.
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 complying with applicable laws and regulations.
- Build business knowledge and a 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, educate and assist them with self-service banking resources, and process cash transactions as needed.
- 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
Career Level
Entry Level
Education Level
High school or GED
