Relationship Banker – Conejo Valley Market – Spanish Preferred
About The Position
At Bank of America, the Relationship Banker helps make financial lives better through client connections and Responsible Growth. The role is based in an in-office culture that supports collaboration, engagement, and career development, with flexibility determined by role responsibilities and business needs. The Relationship Banker engages clients in the lobby, educates them about and assists with self-service resources such as mobile banking, online banking, and ATMs, and accurately processes cash transactions when needed. The role includes having in-depth conversations to understand clients’ financial and life priorities and connecting them with solutions that support their financial goals. The position is based at the Oxnard Main Office in Oxnard, California, and is scheduled for 40 hours per week on first shift.
Requirements
- High school diploma, GED, secondary school, or equivalent.
- Enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results, acting in the best interest of the client.
- Ability to collaborate effectively, get things done, 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 conducting simple banking transactions using self-service technologies such as ATMs, online banking, and mobile banking.
- Strong critical-thinking and problem-solving skills to meet client needs.
- Ability to follow established processes and guidelines, act in clients’ and the bank’s best interests, and adhere to applicable laws and regulations.
- Ability to manage time and capacity efficiently.
- Ability to focus on results while acting in the best interest of the client.
- Ability 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.
- Spanish language skills are preferred.
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 in daily activities, acting in clients’ and the bank’s best interests 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.
- Engage clients in the lobby and educate and assist them with self-service resources, including mobile banking, online banking, and ATMs.
- Hold in-depth conversations with clients to understand their financial and life priorities and connect them to suitable solutions.
Benefits
- Benefits eligibility.
- Access to paid time off.
- Resources and support for employees.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
