About The Position

At Bank of America, the Relationship Banker helps make financial lives better by engaging clients in the lobby, educating them, and assisting them with transactions through self-service resources such as mobile banking, online banking, and ATMs. The role also processes cash transactions accurately and efficiently as needed. Relationship Bankers have in-depth conversations with clients to understand their financial and life priorities and connect them with solutions that support their financial goals. The position supports the bank’s risk culture and operational excellence, delivers a strong client experience, and builds relationships to meet clients’ financial needs. It partners with experts in small business, lending, and investments, and manages financial center traffic, appointments, outbound calls, and cash responsibilities. Spanish bilingual ability is required. The role is based at a financial center, with in-office expectations, and may require travel to nearby financial center locations.

Requirements

  • Bilingual Spanish ability is required.
  • High School Diploma, GED, Secondary School qualification, or equivalent.
  • 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.
  • Ability to learn and adapt to new information and technology platforms.
  • Confidence educating clients on simple banking transactions through self-service technologies, including ATMs, online banking, and mobile banking.
  • Strong critical-thinking and problem-solving skills.
  • Follow established processes and guidelines, doing what is right for clients and the bank and adhering to applicable laws and regulations.
  • Efficiently manage time and capacity.
  • Must be able to work weekends and/or extended hours and travel to 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 a 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 conducting transactions through self-service resources such as mobile banking, online banking, and ATMs.
  • Accurately and efficiently process cash transactions for clients as needed.
  • Conduct in-depth conversations to understand clients’ financial and life priorities and connect them to solutions that meet their financial 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, and comply with 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 and manage cash responsibilities.

Benefits

  • Industry-leading benefits
  • Access to paid time off
  • Resources and support for employees
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