Relationship Banker- Santa Rosa/Rohnert Park Area
About The Position
At Bank of America, Relationship Bankers engage clients in the lobby, educate them about and assist with transactions using self-service resources such as mobile banking, online banking, and ATMs, and accurately process cash transactions as needed. They have in-depth conversations to understand clients’ financial and life priorities and connect them with solutions that support their financial goals. This position is open across the market. The specific Financial Center location is determined by business needs. New hires train at one Financial Center and may later move to another location within a reasonable commuting distance of home, as permitted by applicable law. The role is part of Bank of America’s in-office culture, which supports collaboration, engagement, and career development.
Requirements
- High school diploma, GED, secondary school, 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 feel comfortable engaging with all clients.
- Be able to learn and adapt to new information and technology platforms.
- Confidently educate clients on conducting simple banking transactions through self-service technologies, such as ATMs, online banking, and mobile banking.
- Apply strong critical-thinking and problem-solving skills to meet clients’ needs.
- Follow established processes and guidelines, acting in the best interests of clients and the bank and adhering to applicable laws and regulations.
- Manage time and capacity efficiently.
- Focus on results while acting in the best interest of the client.
- Be able to work weekends and/or extended hours, potentially at any Financial Center 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
- 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 adhering to applicable laws and regulations.
- Build 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.
Benefits
- Benefits eligibility.
- Access to paid time off.
- Resources and support for employees.
- Base salary; the role is not incentive eligible.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
