Relationship Banker - Wesley Chapel Financial Center

Bank of America•Wesley Chapel, FL

5d•Onsite

About The Position

At Bank of America, the Relationship Banker helps make financial lives better by engaging clients in the financial center lobby, educating them, and assisting them with transactions through self-service resources such as mobile banking, online banking, and ATMs. The role processes cash transactions accurately and efficiently when needed and holds in-depth conversations with clients to understand their financial and life priorities and connect them with solutions that support their goals. The position contributes to the bank’s risk culture and operational excellence, builds client relationships, and partners with experts in small business, lending, and investments. It also manages financial center traffic, appointments, outbound calls, cash responsibilities, and the overall client experience. Bank of America describes an in-office culture that supports collaboration, engagement, and career development, with expectations shaped by role responsibilities and business needs.

Requirements

High school diploma, GED, secondary school, or equivalent.
Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results, acting in the best interest of the client.
Ability to collaborate effectively, get things done, and build and nurture strong relationships.
Passion, commitment, and drive to deliver an experience that improves 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 clients' needs.
Ability to follow established processes and guidelines and comply with applicable laws and regulations.
Ability to manage time and capacity efficiently.
Focus on results while acting in the client's best interest.
Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location 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 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, doing what is right for clients and the bank and 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 and assist them with transactions through self-service resources, including mobile banking, online banking, and ATMs.
Accurately and efficiently process cash transactions for clients as needed.
Hold in-depth conversations with clients to understand their financial and life priorities and connect them to solutions aligned with their goals.