Relationship Banker - Pinellas Bradenton Market

Bank of America•Bradenton, FL

About The Position

At Bank of America, Relationship Bankers help make financial lives better through client connections and Responsible Growth. The bank emphasizes an inclusive, caring workplace, teammate development and wellness, and an in-office culture that supports collaboration, engagement, and career development, with flexibility based on role responsibilities and business needs. This role engages clients in the lobby, educates and assists them with conducting transactions through self-service resources such as mobile banking, online banking, and ATMs, and accurately processes cash transactions as needed. Relationship Bankers have in-depth conversations to understand clients’ financial and life priorities and connect them with solutions that support their financial goals. The position also involves managing financial center traffic, appointments, outbound calls, and cash responsibilities while working with experts in small business, lending, and investments.

Requirements

Be an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the client’s best interest.
Collaborate effectively and build and nurture strong relationships.
Demonstrate passion, commitment, and drive to deliver an experience that improves 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.
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, adhere to applicable laws and regulations, and do what is right for clients and the bank.
Efficiently manage time and capacity.
Focus on results while acting in the client’s best interest.
Work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance.
High School Diploma, GED, secondary school, or equivalent.

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

Engage clients in the lobby and educate and assist them with transactions through self-service resources, including 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 to 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.
Build business knowledge and a 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.