Relationship Banker - Lehigh Acres Financial Center - Bilingual Spanish Required

Bank of America•Lehigh Acres, FL

1d•Onsite

About The Position

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 processes cash transactions accurately and efficiently as needed, and holds in-depth conversations to understand clients’ financial and life priorities and connect them with solutions that support their financial goals. The position contributes to Bank of America’s risk culture and operational excellence, builds client relationships, and supports a positive client experience. The banker partners with specialists in small business, lending, and investments, manages financial center traffic, appointments, and outbound calls, and handles cash responsibilities. The role requires Spanish-English bilingual ability and may involve working at another financial center within a reasonable distance.

Requirements

High school diploma, GED, secondary school, or equivalent.
Bilingual in Spanish.
Be an 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 be 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.
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.
Focus on results while acting in the client’s best interest.
Ability to work weekends and/or extended hours, which may include being scheduled 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 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 cash transactions for clients as needed.
Hold in-depth conversations to understand clients’ financial and life priorities and connect them with solutions that meet their financial goals.
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.
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.