Relationship Banker - Orlando North Market

Bank of America•Winter Springs, FL

1d•Onsite

About The Position

At Bank of America, the Relationship Banker helps make financial lives better by engaging clients in the lobby, educating and assisting them with transactions using self-service resources such as mobile banking, online banking, and ATMs, and processing cash transactions accurately and efficiently as needed. The role includes having in-depth conversations with clients to understand their financial and life priorities and connecting them with solutions that support their goals. The position contributes to a culture of responsible growth, operational excellence, and strong client service. It involves managing financial center traffic, appointments, and outbound calls; building relationships; and partnering with specialists in small business, lending, and investments. This role is in-office, requires a first shift schedule of 40 hours per week, and may involve weekend or extended hours and scheduling at a nearby financial center.

Requirements

High school diploma, GED, secondary school, or equivalent.
Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results, acting in the client’s best interest.
Collaborates effectively and builds and nurtures strong relationships.
Demonstrates passion, commitment, and drive to improve clients’ financial lives.
Confidently identifies solutions for new and existing clients based on their needs.
Communicates effectively and confidently and is comfortable engaging 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 client needs.
Follows established processes and guidelines and applicable laws and regulations.
Efficiently manages time and capacity.
Focuses on results while acting in the best interest of the client.
Must be able to work weekends and/or extended hours, which may include being scheduled 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’s 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 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 to solutions that meet their 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 the best interests of 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.