Relationship Banker- Oakland Area

Bank of America • Oakland, CA

3d • Onsite

About The Position

At Bank of America, Relationship Bankers help make clients’ financial lives better by engaging with them in the financial center and connecting them to solutions that meet their financial goals. The role involves educating and assisting clients with transactions through self-service resources such as mobile banking, online banking, and ATMs, as well as accurately processing cash transactions when needed. Bankers have in-depth conversations to understand clients’ financial and life priorities and provide an experience that supports those priorities.

The position is open across the market; the specific financial center assignment is based on business needs. New hires train at one financial center and may subsequently be assigned to another location within a reasonable commuting distance of home, as permitted by applicable law. The role is part of Bank of America’s in-office culture, with role-specific expectations and flexibility based on business needs.

Requirements

• High school diploma, GED, secondary school qualification, 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 with all clients.
• Ability to learn and adapt to new information and technology platforms.
• Confidence educating clients on simple banking transactions using 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, act in clients’ and the bank’s best interests, and adhere to applicable laws and regulations.
• Ability to manage time and capacity efficiently and focus on results while acting in the client’s best interest.
• 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 in 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 professional 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 transactions through self-service resources such as mobile banking, online banking, and ATMs.
• Process cash transactions accurately and efficiently when 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’ physical, emotional, and financial wellness.
• Affordable, competitive, and flexible benefits.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED