Relationship Banker - Sabal Palm Financial Center - Bilingual in English and Spanish Required

Bank of America•Fort Pierce, FL

1d•Onsite

About The Position

At Bank of America, Relationship Bankers help make financial lives better by serving clients, teammates, communities, and shareholders. The role supports the bank’s Responsible Growth approach and its inclusive, caring workplace culture, with opportunities to learn, grow, and build a career. The bank maintains an in-office culture to support collaboration, engagement, and career development, with flexibility based on role responsibilities and business needs. This position engages clients in the financial center lobby, educating and assisting them with transactions through self-service resources such as mobile banking, online banking, and ATMs. Relationship Bankers process cash transactions accurately and efficiently as needed, hold in-depth conversations to understand clients’ financial and life priorities, and connect them with solutions that support their financial goals. The role is based at the Sabal Palm Financial Center and requires bilingual English and Spanish proficiency.

Requirements

High school diploma, GED, secondary school diploma, or equivalent.
Bilingual in English and Spanish.
Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results, acting in the client’s best interest.
Ability to collaborate effectively and build and nurture strong relationships.
Passion, commitment, and drive to deliver an experience that improves clients’ financial lives.
Confidence identifying solutions for new and existing clients based on their needs.
Effective and confident communication skills 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 such as ATMs, online banking, and mobile banking.
Strong critical-thinking and problem-solving skills to meet clients’ needs.
Ability to follow established processes and guidelines, comply with applicable laws and regulations, and act in the best interests of clients and the bank.
Effective time and capacity management.
Ability to work weekends and/or extended hours, which may include scheduling 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 business-relevant associate degree, such as business management, business administration, or finance.
Skills in adaptability, business acumen, customer and client focus, oral communications, problem solving, account management, client experience branding, client management, client solutions advisory, relationship building, business development, pipeline management, prospecting, referral identification, and referral management.

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, doing what is right for clients and the bank and adhering to applicable laws and regulations.
Build business knowledge and a professional 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.
Engage clients in the lobby and educate and assist them with transactions using self-service resources, including mobile banking, online banking, and ATMs.
Conduct in-depth conversations to understand clients’ financial and life priorities and connect them with suitable solutions.
Process cash transactions accurately and efficiently as needed.