Relationship Banker - San Antonio NW

Bank of America • San Antonio, TX

1d • Onsite

About The Position

At Bank of America, the Relationship Banker helps clients make progress toward their financial goals by building relationships and understanding their financial and life priorities. 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 processes cash transactions accurately and efficiently when needed. The position also connects clients with solutions and relevant experts in small business, lending, and investments.

This position is open across the San Antonio market. The specific financial center assignment is based on business needs. The employee will train at one financial center and may then move to another location within a reasonable commuting distance of home, as permitted by applicable law. Bank of America maintains an in-office culture with attendance requirements and role-specific flexibility. The position is first shift and 40 hours per week.

Requirements

• Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results, acting in the client’s best interest.
• Collaborates effectively and builds and nurtures strong relationships.
• Demonstrates passion, commitment, and drive to improve clients’ financial lives.
• Confidently identifies solutions for new and existing clients based on their needs.
• Communicates effectively and confidently and is comfortable engaging all clients.
• Ability to learn and adapt to new information and technology platforms.
• Ability to educate clients on simple banking transactions through self-service technologies, including ATMs, online banking, and mobile banking.
• Strong critical-thinking and problem-solving skills to meet client needs.
• Follows established processes and guidelines and complies with applicable laws and regulations.
• Efficiently manages time and capacity.
• Can work weekends and/or extended hours as needed.
• First shift; 40 hours per week.

Nice To Haves

• Spanish bilingual skills are highly desired.
• 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 a business-relevant associate degree, such as business management, business administration, or finance.

Responsibilities

• 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 complying with applicable laws and regulations.
• Develop 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.
• Engage clients in the lobby, educate them about self-service banking resources, and assist with transactions.
• Have in-depth conversations with clients to understand their financial and life priorities and connect them to solutions that meet their goals.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed