About The Position

At Bank of America, the Relationship Banker engages clients in the financial center lobby, educates them about and assists with self-service resources such as mobile banking, online banking, and ATMs, and processes cash transactions accurately and efficiently as needed. The role includes having in-depth conversations to understand clients’ financial and life priorities and connecting them with solutions that support their financial goals. Bank of America describes its culture as focused on Responsible Growth, inclusion, collaboration, career development, and teammate wellness. The company maintains an in-office culture, with flexibility based on role responsibilities and business needs.

Requirements

  • Fluent verbal and written Spanish is required.
  • Be an 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.
  • Show passion, commitment, and drive to deliver an experience that improves clients’ financial lives.
  • Identify solutions for new and existing clients based on their needs.
  • Communicate effectively and confidently and be comfortable engaging 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 critical-thinking and problem-solving skills to meet clients’ needs.
  • Follow established processes and guidelines and applicable laws and regulations.
  • Manage time and capacity efficiently.
  • Work weekends and/or extended hours, potentially at any financial center within a reasonable distance.
  • Minimum education: High School Diploma, GED, secondary school, or equivalent.

Nice To Haves

  • Experience in financial services and knowledge of 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 adhering to applicable laws and regulations.
  • Grow 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 self-service banking resources.
  • Process cash transactions accurately and efficiently as needed.
  • Learn about clients’ financial and life priorities and connect them to solutions that meet their financial goals.

Benefits

  • Benefits eligibility, including access to paid time off.
  • Resources and support for employees.
  • Industry-leading benefits (specific benefit types are not listed).
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