Relationship Banker - Stuart Plaza Financial Center

Bank of America•Stuart, FL

9d•Onsite

About The Position

At Bank of America, the Relationship Banker helps make financial lives better by engaging clients in the financial center lobby, educating them, and assisting with transactions through self-service resources such as mobile banking, online banking, and ATMs. The role processes cash transactions accurately and efficiently as needed and has in-depth conversations to understand clients’ financial and life priorities and connect them with solutions that meet their goals. The position supports the bank’s risk culture and operational excellence while building client relationships and delivering a strong client experience. The Relationship Banker partners with specialists in small business, lending, and investments, manages financial center traffic and appointments, makes outbound calls, and handles cash responsibilities. Bank of America describes its culture as inclusive and supportive of teammates’ physical, emotional, and financial wellness, and states that it is committed to an in-office culture that supports collaboration, engagement, and career development.

Requirements

High School Diploma, GED, secondary school education, or equivalent.
Strong work ethic, self-motivation, and focus on results while acting in the client’s best interest.
Ability to collaborate effectively and build and nurture strong relationships.
Passion, commitment, and drive to improve clients’ financial lives.
Confidence identifying solutions for new and existing clients based on their needs.
Effective, confident communication and comfort engaging with 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 to meet clients’ needs.
Ability to follow established processes and guidelines and comply with applicable laws and regulations.
Effective time and capacity management.
Ability to focus on results while acting in the client’s best interest.
Must be able to work weekends and/or extended hours, which may include assignment 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, educate them, and assist with 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, doing what is right for clients and the bank 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.