Relationship Banker -Spanish Required

Bank of America • Thousand Oaks, CA

3d • $25 - $27 • Onsite

About The Position

At Bank of America, the Relationship Banker engages clients in the lobby, educates them, and helps them conduct transactions through self-service resources such as mobile banking, online banking, or ATMs. The role accurately and efficiently processes cash transactions as needed and holds in-depth conversations to understand clients’ financial and life priorities, connecting them with solutions that support their financial goals. The position is based at the Moorpark or Newbury Park, California financial center locations and requires Spanish.

Requirements

• High school diploma, GED, secondary school, or equivalent.
• Spanish language ability is required.
• Strong work ethic, self-motivation, and focus on results while acting in clients’ best interests.
• Ability to collaborate effectively and build and nurture strong relationships.
• Passion and commitment to 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 ATMs, online banking, and mobile banking.
• Strong critical-thinking and problem-solving skills.
• Ability to follow established processes and guidelines and comply with applicable laws and regulations.
• Efficient time and capacity management.
• Ability to work weekends and/or extended hours, potentially at any financial center within a reasonable distance.
• 40 hours per week; first shift.

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 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 while adhering to applicable laws and regulations.
• Grow business knowledge and 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 and educate them on self-service banking resources and transactions.
• Conduct conversations to understand clients’ financial and life priorities and connect them to appropriate solutions.
• Accurately and efficiently process cash transactions for clients as needed.

Benefits

• Benefits eligibility.
• Access to paid time off.
• Resources and support for employees.
• Affordable, competitive, and flexible benefits supporting physical, emotional, and financial wellness.

What This Job Offers

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