Relationship Banker - Lakeland E Hillsborough Market

Bank of America•Plant City, FL

2d•Onsite

About The Position

At Bank of America, the Relationship Banker helps make financial lives better through client connections and Responsible Growth. 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 when needed. Through in-depth conversations, the banker learns clients’ financial and life priorities and connects them with solutions that support their goals. The role contributes to an inclusive, collaborative in-office culture and is expected to uphold the bank’s risk culture and operational standards.

Requirements

High School Diploma, GED, secondary school, or equivalent.
Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results and clients’ interests.
Ability to collaborate effectively and build and nurture strong relationships.
Passion, commitment, and drive to improve clients’ financial lives.
Confidence identifying solutions for new and existing clients based on their needs.
Effective, confident communication and comfort engaging with all clients.
Ability to learn and adapt to new information and technology platforms.
Confidence educating clients on simple transactions using self-service technologies such as ATMs, online banking, and mobile banking.
Strong critical-thinking and problem-solving skills to meet client needs.
Ability to follow established processes and guidelines and comply with applicable laws and regulations.
Effective time and capacity management.
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 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 self-service transactions using mobile banking, online banking, or ATMs.
Accurately and efficiently process cash transactions as needed.
Build relationships with clients and learn their financial needs and priorities to connect them with suitable solutions.
Execute the bank’s risk culture and strive for operational excellence.
Follow established processes and guidelines, acting in the best interests of clients and the bank and complying 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.
Manage cash responsibilities.