About The Position

At Bank of America, the Relationship Banker helps make clients’ financial lives better by engaging clients in the lobby, educating and assisting them with transactions through self-service resources such as mobile banking, online banking, and ATMs, and accurately processing cash transactions as needed. The role includes having in-depth conversations to understand clients’ financial and life priorities and connecting them with solutions aligned with their goals. The banker builds client relationships, drives the client experience, manages financial center traffic, appointments, and outbound calls, and partners with experts in small business, lending, and investments. The role executes the bank’s risk culture and operational standards, follows established procedures and applicable laws and regulations, and manages cash responsibilities. The position requires bilingual English and Spanish communication and availability to work weekends and/or extended hours, potentially at another nearby financial center. Bank of America describes an inclusive, caring workplace with opportunities to learn, grow, and develop a career. The company emphasizes an in-office culture for collaboration, engagement, and career development, with flexibility based on role responsibilities and business needs.

Requirements

  • Bilingual in English and Spanish.
  • Be an enthusiastic, highly motivated self-starter with a strong work ethic and intense 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.
  • Educate clients on conducting simple banking transactions through 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 and applicable laws and regulations.
  • Manage time and capacity efficiently and focus on results while acting in the client’s best interest.
  • Be able to work weekends and/or extended hours, including possible scheduling at any financial center location within a reasonable distance.
  • High school diploma, GED, secondary school, 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 business-relevant associate degree, such as business management, business administration, or finance.
  • Skills in adaptability, business acumen, customer and client focus, oral communications, problem solving, account management, client experience, branding, client management, client solutions, advisory, relationship building, business development, pipeline management, prospecting, referral identification, and referral management.

Responsibilities

  • Engage clients in the lobby and educate and assist them with 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 to solutions that meet their 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.
  • 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.

Benefits

  • Affordable, competitive, and flexible benefits supporting teammates’ physical, emotional, and financial wellness.
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