Relationship Banker - Naples Market

Bank of America•Estero, FL

3d•Onsite

About The Position

At Bank of America, the Relationship Banker helps make 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 that meet their financial goals. The position supports the bank’s Responsible Growth and risk culture, operational excellence, and client experience. Relationship Bankers build client relationships, manage financial center traffic, appointments, and outbound calls, and partner with small-business, lending, and investment experts. The role is based in an in-office culture and may require scheduling at any financial center within a reasonable distance. The position is listed as first shift, 40 hours per week.

Requirements

High school diploma, GED, secondary school education, or equivalent.
Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the client’s best interest.
Ability to collaborate effectively, get things done, 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 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.
Ability to follow established processes and guidelines and adhere to applicable laws and regulations.
Ability to manage time and capacity efficiently.
Focus on results while acting in the client’s best interest.
Ability 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 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.
Have in-depth conversations with clients to understand their financial and life priorities and connect them to 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.
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.