Relationship Banker - Naples Market

Bank of America•Naples, FL

4d•Onsite

About The Position

At Bank of America, the Relationship Banker engages clients in the financial center lobby, educates them, and assists them with conducting transactions through self-service resources such as mobile banking, online banking, and ATMs. The role includes accurately and efficiently processing cash transactions as needed. Relationship Bankers have in-depth conversations with clients to understand their financial and life priorities and connect them with solutions aligned with their financial goals. The position contributes to the bank’s risk culture and operational excellence, builds client relationships, manages financial center traffic and appointments, and partners with experts in small business, lending, and investments. The role requires working weekends and/or extended hours as needed, and may involve scheduling at any financial center location within a reasonable distance.

Requirements

High school diploma, GED, secondary school, or equivalent.
Strong work ethic and results focus, 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, 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 through 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.
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 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.

Responsibilities

Engage clients in the lobby and educate and assist them with self-service banking resources.
Accurately and efficiently process cash transactions as needed.
Have in-depth conversations to understand clients’ financial and life priorities and connect them with appropriate solutions.
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, and comply with applicable laws and regulations.
Build business knowledge and a professional network by partnering with small business, lending, and investment experts.
Manage financial center traffic, appointments, and outbound calls effectively.
Drive the client experience.
Manage cash responsibilities.