About The Position

At Bank of America, Relationship Bankers help make financial lives better by supporting clients, teammates, communities, and shareholders. The bank promotes an inclusive workplace, career development, and teammate physical, emotional, and financial wellness. It is committed to an in-office culture that supports collaboration, engagement, and career development, with flexibility based on role responsibilities and business needs. This role engages clients in the lobby, educating and assisting them with transactions through self-service resources such as mobile banking, online banking, and ATMs. Relationship Bankers process cash transactions accurately and efficiently as needed, have in-depth conversations to understand clients’ financial and life priorities, and connect them with solutions that support their financial goals. The position is based at a listed financial center in the Brooklyn–Queens West market and requires travel to nearby financial center locations as needed. Spanish bilingual ability is required.

Requirements

  • Bilingual Spanish ability is required.
  • Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results, acting in the client’s best interest.
  • Ability to collaborate effectively and build and nurture strong relationships.
  • Passion, commitment, and drive to deliver experiences that 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 banking transactions using self-service technologies such as ATMs, online banking, and mobile banking.
  • Strong critical-thinking and problem-solving skills to meet client needs.
  • Willingness to follow established processes and guidelines 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.
  • Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance.
  • High school diploma, GED, secondary school diploma, or equivalent.
  • 40 hours per week.

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.
  • 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

  • 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 clients’ and the bank’s best interests 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.
  • Engage lobby clients and educate and assist them with transactions through self-service options, including ATMs, online banking, and mobile banking.
  • Have in-depth conversations with clients to understand their financial and life priorities and connect them with appropriate solutions.

Benefits

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