Relationship Banker - Naples Market

Bank of America•Bonita Springs, FL

4d•Onsite

About The Position

At Bank of America, the Relationship Banker helps make financial lives better by serving clients, teammates, communities, and shareholders. The bank emphasizes an inclusive, caring workplace, career development, and an in-office culture that supports collaboration and engagement, with flexibility based on role responsibilities and business needs. This 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 accurately processes cash transactions when needed. The banker has in-depth conversations to understand clients’ financial and life priorities and connects them with solutions that support their financial goals. The role works with experts in small business, lending, and investments and manages financial center traffic, appointments, and outbound calls. The position is first shift, 40 hours per week, and may require weekend or extended hours and scheduling at another financial center within a reasonable distance.

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.
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 with all clients.
Able to learn and adapt to new information and technology platforms.
Confidently educates clients on simple transactions using self-service technologies such as ATMs, online banking, and mobile banking.
Applies critical thinking and problem-solving skills to meet client needs.
Follows established processes and guidelines and applicable laws and regulations.
Efficiently manages time and capacity.
Can 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’s degree, such as business management, business administration, or finance.
Skills in 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 small business, lending, and investment experts.
Effectively manage financial center traffic, appointments, and outbound calls.
Drive the client experience.
Manage cash responsibilities.
Educate and assist clients with transactions through self-service resources, including ATMs, online banking, and mobile banking.
Hold conversations to understand clients’ financial and life priorities and connect them with solutions that meet their goals.