Relationship Banker - Sarasota Market

Bank of America • Minneapolis, MN

3d • Onsite

About The Position

At Bank of America, the Relationship Banker supports the company’s purpose of improving financial lives through client connections and responsible growth. The role engages clients in the financial center lobby, educates them about and assists with transactions using self-service resources such as mobile banking, online banking, and ATMs, and accurately processes cash transactions when needed. Through in-depth conversations, the banker learns about clients’ financial and life priorities and connects them with solutions that support their goals. The role also contributes to an inclusive, collaborative in-office culture and works with colleagues and specialists to serve clients.

Requirements

• Be an enthusiastic, highly motivated self-starter with a strong work ethic and a results-focused approach that puts the client’s interests first.
• 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 feel comfortable engaging with all clients.
• Learn and adapt to new information and technology platforms.
• Educate clients on conducting simple banking transactions through self-service technologies, including ATMs, online banking, and mobile banking.
• Apply 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 best interest of the client.
• Be able to work weekends and/or extended hours, potentially at any financial center location within a reasonable distance.
• Meet the minimum education requirement of a high school diploma, GED, secondary school qualification, or equivalent.

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, doing what is right for 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.
• Engage clients in the lobby, educate and assist them with self-service banking transactions, and process cash transactions accurately and efficiently when needed.
• Have in-depth conversations with clients to understand their financial and life priorities and connect them with solutions that support their financial goals.

Benefits

• Affordable, competitive, and flexible benefits supporting teammates’ physical, emotional, and financial wellness.
• Opportunities to learn, grow, and build a career.

What This Job Offers

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