About The Position

At Bank of America, the Relationship Banker helps make financial lives better by engaging clients in the lobby, educating them, and assisting with transactions through self-service resources such as mobile banking, online banking, and ATMs. The role processes cash transactions accurately and efficiently as needed, and holds in-depth conversations to understand clients’ financial and life priorities and connect them with solutions that support their goals. The position supports Bank of America’s Responsible Growth approach and its in-office culture, which emphasizes collaboration, engagement, and career development. The banker builds client relationships, manages financial center traffic and appointments, and partners with specialists in small business, lending, and investments. Spanish language proficiency is required. The schedule is 40 hours per week on first shift, with weekend and/or extended hours possible, including assignment at a nearby financial center as needed.

Requirements

  • Spanish language 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 and client interests.
  • Ability to collaborate effectively 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, confident communication and comfort engaging with all clients.
  • Ability to learn and adapt to new information and technology platforms.
  • Confidence educating clients on 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, act in the best interests of clients and the bank, and comply with applicable laws and regulations.
  • Ability to manage time and capacity efficiently and 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 the 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’s degree, such as business management, business administration, or finance.

Responsibilities

  • Engage clients in the lobby, educate them, and assist with transactions using self-service resources such as mobile banking, online banking, and ATMs.
  • Accurately and efficiently process cash transactions for clients as needed.
  • Hold in-depth conversations to understand clients’ financial and life priorities and connect them with 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, acting in the best interests of clients and the bank and complying with 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

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