Relationship Banker - San Antonio NW

Bank of America•San Antonio, TX
•Onsite

About The Position

At Bank of America, Relationship Bankers support the company’s purpose of helping make financial lives better through every connection. The 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 processes cash transactions accurately and efficiently as needed. Bankers have in-depth conversations to understand clients’ financial and life priorities and connect them with solutions aligned to their goals. The position is open across the San Antonio NW market. The specific financial center will be determined by business needs. A successful candidate will train at one financial center and may then move to another location within a reasonable commuting distance of home, to the extent permitted by applicable law. Bank of America describes its culture as inclusive and committed to developing talent, supporting teammate wellness, recognizing performance, and making an impact in the communities it serves. The company maintains an in-office culture with role-specific attendance requirements and flexibility.

Requirements

  • 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.
  • Show 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.
  • 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 to meet clients’ needs.
  • Follow established processes and guidelines, acting in clients’ and the bank’s best interests and adhering to applicable laws and regulations.
  • Efficiently manage time and capacity.
  • Focus on results while acting in the client’s best interest.
  • Flexibility to work weekends and/or extended hours as needed.

Nice To Haves

  • Spanish bilingual ability is highly desired.
  • 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 conducting transactions through self-service resources such as mobile banking, online banking, and ATMs.
  • Accurately and efficiently process cash transactions for clients as needed.
  • Have in-depth conversations with clients to understand their financial and life priorities and connect them with 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, acting in clients’ and the bank’s best interests and adhering to 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.
  • Manage cash responsibilities.
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