Relationship Banker, bilingual Spanish preferred

Bank of America•Eugene, OR

2d•Onsite

About The Position

At Bank of America, Relationship Bankers help make financial lives better by building client relationships and connecting clients with solutions that support their financial goals. The role engages clients in the financial center lobby, educates and assists them with transactions using self-service resources such as mobile banking, online banking, and ATMs, and accurately processes cash transactions as needed. Bankers have in-depth conversations to understand clients’ financial and life priorities and provide an experience that supports those needs. The position executes the bank’s risk culture and operational standards while managing financial center traffic, appointments, outbound calls, and cash responsibilities. Bankers collaborate with experts in small business, lending, and investments to grow their knowledge and network. The role is in an office-based financial center environment, with work at other nearby financial centers potentially scheduled as business needs require. Weekend or extended hours may be required.

Requirements

High School Diploma, GED, secondary school diploma, 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 all clients.
Ability 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.
Strong critical-thinking and problem-solving skills to meet clients’ needs.
Follow established processes and guidelines, doing what is right for clients and the bank and adhering to applicable laws and regulations.
Manage time and capacity efficiently and focus on results while acting in the client’s best interest.
Able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance.

Nice To Haves

Bilingual Spanish preferred.
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’s degree, such as business management, business administration, or finance.

Responsibilities

Engage clients in the lobby and educate and assist them with transactions through self-service resources, including mobile banking, online banking, and ATMs.
Accurately and efficiently process client cash transactions as needed.
Build relationships with clients, understand their financial and life priorities, and connect them with solutions to meet their financial needs.
Execute the bank’s risk culture and strive for operational excellence.
Follow established processes and guidelines and comply with applicable laws and regulations.
Partner with experts in small business, lending, and investments to grow business knowledge and networks.
Manage financial center traffic, appointments, and outbound calls effectively.
Drive the client experience and manage cash responsibilities.