Relationship Banker - Orlando North Market

Bank of America•Winter Springs, FL

4d•Onsite

About The Position

At Bank of America, Relationship Bankers engage clients in the lobby, educate and assist them with transactions through self-service resources such as mobile banking, online banking, and ATMs, and accurately process cash transactions when needed. They have in-depth conversations to understand clients’ financial and life priorities and connect them with solutions that support their financial goals. The role contributes to the bank’s risk culture and operational excellence while delivering a strong client experience. Bank of America describes its culture as inclusive and focused on responsible growth, teammate development, and physical, emotional, and financial wellness. The company is committed to an in-office culture that supports collaboration, engagement, and career development, with flexibility based on role responsibilities and business needs. This position is for the Orlando North Market, is first shift, and is scheduled for 40 hours per week.

Requirements

High school diploma, GED, secondary school qualification, or equivalent.
Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the client’s best interest.
Collaborate effectively, getting things done while building and nurturing 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 with all clients.
Ability to learn and adapt to new information and technology platforms.
Confidence educating clients on simple 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, adhere to applicable laws and regulations, and act in the best interests of clients and the bank.
Manage time and capacity efficiently and focus on results while acting in the client’s best interest.
Able to work weekends and/or extended hours, potentially 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

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 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.
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 and manage cash responsibilities.