About The Position

The Relationship Banker engages clients in the lobby, educating 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 as needed, and has in-depth conversations with clients to understand their financial and life priorities and connect them with solutions that support their financial goals. The position is based at Bank of America financial centers in the Brooklyn–Queens West Market and requires bilingual Spanish skills. The role works in an in-office banking environment and may require travel to any financial center within a reasonable distance.

Requirements

  • Bilingual Spanish proficiency 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.
  • 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 be 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 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 and travel to any financial center location within a reasonable distance.
  • 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 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 in daily activities, acting in the best interests of clients and the bank and complying with 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 transactions.
  • Conduct conversations to understand clients' financial and life priorities and connect them with suitable solutions.

Benefits

  • Paid time off.
  • Benefits eligibility.
  • Resources and support for employees.
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