Relationship Banker - Clearwater New Port Richey Market

Bank of America•Clearwater, FL

1d•Onsite

About The Position

At Bank of America, Relationship Bankers help make financial lives better by engaging clients in the lobby, educating them, and assisting them with transactions using 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 that support their financial goals. They build client relationships, manage financial center traffic and appointments, make outbound calls, and partner with specialists in small business, lending, and investments. The position follows established processes and guidelines, supports the bank's risk culture and operational excellence, and delivers a strong client experience. Bank of America describes its workplace as inclusive and committed to teammate development, recognition, and physical, emotional, and financial wellness. The company emphasizes an in-office culture for collaboration, engagement, and career development, with flexibility based on role responsibilities and business needs.

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 best interest of the client.
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 all clients.
Ability to learn and adapt to new information and technology platforms.
Confidently educate clients on simple banking transactions using self-service technologies such as ATMs, online banking, and mobile banking.
Apply critical-thinking and problem-solving skills to meet clients' needs.
Follow established processes and guidelines and applicable laws and regulations.
Manage time and capacity efficiently.
Focus on results while acting in the best interest of the client.
Work weekends and/or extended hours, which may include being scheduled 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 a 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.
Engage clients in the lobby, educate them, and assist with transactions through self-service resources such as mobile banking, online banking, and ATMs.
Have in-depth conversations with clients to understand their financial and life priorities and connect them to solutions that meet their financial goals.