Relationship Banker - Miami West Market - English and Spanish Language Required

Bank of America•Medley, FL

3d•Onsite

About The Position

At Bank of America, the Relationship Banker engages clients in the financial center lobby, helping them conduct transactions through self-service resources such as mobile banking, online banking, and ATMs. The role includes accurately and efficiently processing cash transactions as needed and having in-depth conversations to understand clients’ financial and life priorities, then connecting them with solutions that support their financial goals. The position delivers a positive client experience, builds relationships, manages financial center traffic and appointments, and partners with experts in small business, lending, and investments. The banker follows established processes and applicable laws and regulations, manages cash responsibilities, and supports the bank’s risk culture and operational excellence. English and Spanish are required. The role is based in an in-office financial center environment and requires the ability to work weekends and/or extended hours, potentially at another nearby financial center.

Requirements

English and Spanish language proficiency.
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 all clients.
Learn and adapt to new information and technology platforms.
Educate clients on conducting simple banking transactions using self-service technologies such as ATMs, online banking, and mobile banking.
Apply critical-thinking and problem-solving skills to meet client needs.
Follow established processes and guidelines and applicable laws and regulations.
Manage time and capacity efficiently.
Focus on results while acting in the client’s best interest.
Work weekends and/or extended hours, which may include being scheduled at 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 financial services 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 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.
Process cash transactions accurately and efficiently as needed.
Discuss clients’ financial and life priorities and connect them with solutions that meet their financial goals.