Relationship Banker - Pinellas Bradenton Market

Bank of America•Pinellas Park, FL

3d•Onsite

About The Position

At Bank of America, Relationship Bankers contribute to the company’s purpose of helping make financial lives better through the power of every connection. The role engages clients in the financial center lobby, educating and assisting them with transactions through self-service resources such as mobile banking, online banking, and ATMs. It also processes cash transactions accurately and efficiently when needed. Relationship Bankers have in-depth conversations with clients to understand their financial and life priorities, then connect them with solutions that support their goals. The role builds relationships, delivers a strong client experience, manages financial center traffic and appointments, and partners with small business, lending, and investment experts. Bank of America describes its culture as inclusive and caring, with an in-office approach intended to support collaboration, engagement, and career development.

Requirements

High school diploma, GED, secondary school qualification, or equivalent.
Be an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
Collaborate effectively, get things done, 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 all clients.
Ability to learn and adapt to new information and technology platforms.
Confidence educating clients on conducting simple banking transactions through self-service technologies such as ATMs, online banking, and mobile banking.
Strong critical-thinking and problem-solving skills to meet clients’ needs.
Follow established processes and guidelines, comply with applicable laws and regulations, and act in the best interests of clients and the bank.
Efficiently manage time and capacity while focusing on results and acting in the client’s best interest.
Ability to work weekends and/or extended hours, potentially at any financial center location within a reasonable distance.

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’s degree, such as business management, business administration, or finance.

Responsibilities

Engage clients in the lobby and educate and assist them with transactions using self-service resources such as mobile banking, online banking, and ATMs.
Accurately and efficiently process cash transactions for clients as needed.
Have in-depth conversations with clients to understand their financial and life priorities and connect them to solutions that meet their goals.
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, acting in the best interests of 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 and manage cash responsibilities.