Relationship Banker - Palm Springs Desert - Bilingual Spanish Required

Bank of America • Palm Desert, CA

20d • Onsite

About The Position

At Bank of America, Relationship Bankers help make financial lives better by engaging clients in the financial center and connecting them with solutions. This role engages clients in the lobby, educates and assists them with transactions using self-service resources such as mobile banking, online banking, and ATMs, and processes cash transactions accurately and efficiently as needed. The banker has in-depth conversations with clients to understand their financial and life priorities and connect them to solutions that meet their goals.

The position supports an in-office culture focused on collaboration, engagement, and career development, with flexibility based on the role’s responsibilities and business needs. It is based at the Palm Desert financial center and may require scheduling at another financial center within a reasonable distance. The role is first shift, 40 hours per week, and requires bilingual Spanish proficiency. It is compensated with a base salary and is not incentive eligible. The role is benefits eligible.

Requirements

• Bilingual Spanish proficiency is required.
• High school diploma, GED, secondary school, or equivalent.
• Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results, acting in clients’ best interests.
• 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.
• Ability to learn and adapt to new information and technology platforms.
• Confidently educate clients on conducting simple banking transactions using 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 and focus on results while acting in clients’ best interests.
• Able to work weekends and/or extended hours, including potential scheduling at any financial center 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.
• Skills: 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 through self-service resources, including mobile banking, online banking, and ATMs.
• Accurately and efficiently process cash transactions for clients as needed.
• Have 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.
• Build business knowledge and a professional 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.

Benefits

• Benefits eligible.
• Paid time off.
• Affordable, competitive, and flexible benefits supporting employees’ physical, emotional, and financial wellness.
• Resources and support for employees.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED