Relationship Banker - Copiague and Hauppauge, NY Area Bilingual Spanish required
About The Position
At Bank of America, the Relationship Banker engages clients in the financial center lobby, educating and assisting them with transactions through self-service resources such as mobile banking, online banking, and ATMs. The role also processes client cash transactions accurately and efficiently as needed. Bankers have in-depth conversations to understand clients’ financial and life priorities and connect them with solutions that support their financial goals. This position is based in the Copiague and Hauppauge, New York area and requires Spanish bilingual proficiency. It is a first-shift role with a 40-hour workweek. Bank of America describes its culture as focused on Responsible Growth, inclusion, teammate well-being, and impact in the communities it serves. The company maintains an in-office culture, with role-specific attendance requirements and flexibility.
Requirements
- Spanish bilingual proficiency.
- 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 and build and nurture strong relationships.
- Demonstrate passion, commitment, and drive to improve 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.
- Learn and adapt to new information and technology platforms.
- Confidently educate clients on conducting simple banking transactions using self-service technologies, including ATMs, online banking, and mobile banking.
- Apply strong critical-thinking and problem-solving skills to meet clients’ needs.
- Follow established processes and guidelines, act in the best interests of clients and the bank, and comply with applicable laws and regulations.
- Manage time and capacity efficiently.
- Be flexible to work weekends and/or extended hours as needed.
- High school diploma, GED, secondary school qualification, or equivalent.
Nice To Haves
- Experience in financial services and knowledge of 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 a business-relevant associate degree, such as business management, business administration, or finance.
Responsibilities
- Engage clients in the lobby and educate and assist them with conducting 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 with suitable solutions.
- 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.
- 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.
Benefits
- Access to paid time off.
- Employee resources and support.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
