Relationship Banker

Bank of America•Livermore, CA

20d•$25 - $27•Onsite

About The Position

At Bank of America, the Relationship Banker engages clients in the lobby, educates them, and helps them conduct transactions using self-service resources such as mobile banking, online banking, and ATMs. The role also includes accurately and efficiently processing cash transactions as needed. Relationship Bankers have in-depth conversations to understand clients’ financial and life priorities and connect them with solutions that support their financial goals. The position is open across the market. The specific Financial Center location will be determined by business needs. New hires 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. The position is based in an in-office culture and requires 40 hours per week. Weekend and/or extended hours may be required, and employees may be scheduled at any 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.
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.
Ability to learn and adapt to new information and technology platforms.
Confidently educate clients on conducting simple transactions through self-service technologies, such as ATMs, online banking, and mobile banking.
Apply critical-thinking and problem-solving skills to meet clients’ needs.
Follow established processes and guidelines and applicable laws and regulations.
Manage time and capacity efficiently.
Must be able 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 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, 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.
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.
Process cash transactions accurately and efficiently as needed.
Hold in-depth conversations to understand clients’ financial and life priorities and connect them to solutions that meet their financial goals.