Relationship Banker

Bank of America • Merced, CA

13d • Onsite

About The Position

At Bank of America, Relationship Bankers help make financial lives better through client connections and Responsible Growth. The role is based in a financial center and involves engaging clients in the lobby, educating them about and assisting with self-service banking options, and accurately processing cash transactions as needed. Bankers have in-depth conversations to understand clients’ financial and life priorities and connect them with solutions that support their goals. The position is open across the market; the specific financial center is determined by business needs. New hires train at one financial center and may later work at another location within a reasonable commuting distance of home, as permitted by applicable law. The role is first shift, 40 hours per week, and may require weekend or extended-hour work at a financial center within a reasonable distance. The listed hourly pay range is $25.00–$26.77, with offers determined by experience, education, and skill set. Compensation is base salary and is not incentive eligible. The role is benefits eligible.

Requirements

• High school diploma, GED, secondary school education, or equivalent.
• Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results, acting in the client’s best interest.
• 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 be comfortable 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.
• Follow established processes and guidelines and comply with applicable laws and regulations.
• Manage time and capacity efficiently.
• Focus on results while acting in the client’s best interest.
• Able to work weekends and/or extended hours, potentially at any financial center 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 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, and comply with applicable laws and regulations.
• Build 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.
• Engage clients in the lobby and educate and assist them with transactions using self-service resources such as mobile banking, online banking, and ATMs.
• Have in-depth conversations with clients to understand their financial and life priorities and connect them with solutions that meet their goals.

Benefits

• Benefits eligible.
• Paid time off.
• Resources and support for employees’ well-being.

What This Job Offers

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