Relationship Banker - Yuba City, CA Area
About The Position
At Bank of America, the Relationship Banker helps make financial lives better through client connections and supports the bank’s commitment to Responsible Growth. This role engages clients in the financial center lobby, educates and assists them with transactions using self-service resources such as mobile banking, online banking, and ATMs, and accurately processes cash transactions when needed. The banker has in-depth conversations to understand clients’ financial and life priorities and connects them with solutions that support their financial goals. The position is open across the Yuba City market. The specific Financial Center location will be based on business needs. New hires train at one financial center and may later move to another location within a reasonable commuting distance of home, to the extent permitted by applicable law. Bank of America maintains an in-office culture with role-specific attendance requirements and an appropriate level of flexibility.
Requirements
- High school diploma, GED, secondary school credential, or equivalent.
- Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results, acting in the client’s best interest.
- Ability to collaborate effectively 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 and confident communication skills and comfort engaging with all clients.
- Ability to learn and adapt to new information and technology platforms.
- Ability to educate clients on conducting simple banking transactions using self-service technologies such as ATMs, online banking, and mobile banking.
- Strong critical-thinking and problem-solving skills.
- Ability to follow established processes and guidelines and comply with applicable laws and regulations.
- Ability to manage time and capacity efficiently.
- Ability to work weekends and/or extended hours as needed.
- Punjabi language preferred.
- Spanish language preferred.
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
- 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 interest 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, educate them about self-service resources, and assist with transactions as needed.
- Conduct in-depth conversations to understand clients’ financial and life priorities and connect them with appropriate solutions.
Benefits
- Benefits eligible.
- Access to paid time off.
- Resources and support for employees.
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
