Relationship Banker- San Rafael Area

Bank of America•Corte Madera, CA
•$25 - $27•Onsite

About The Position

At Bank of America, Relationship Bankers support the company’s purpose of improving financial lives through client connections and responsible growth. This role engages clients in the financial center lobby, educates and assists them with conducting transactions through self-service resources such as mobile banking, online banking, and ATMs, and processes cash transactions accurately and efficiently as needed. The banker has in-depth conversations with clients to understand their financial and life priorities and connects them with solutions that support their goals. The position is open across the San Rafael area market. The specific Financial Center location will be based on business needs. If hired, the employee will train at one financial center and may subsequently move to another location within a reasonable commuting distance of home, to the extent permitted by applicable law. The role is in-office and may require weekend and/or extended hours, including scheduling at any financial center within a reasonable distance. It is a first-shift, 40-hour-per-week position. Compensation is $25.00–$26.77 per hour, with offers determined by experience, education, and skill set; the role is not incentive eligible. The role is benefits eligible.

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.
  • 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 using 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 and comply with applicable laws and regulations.
  • Ability to manage time and capacity efficiently and focus on results while acting in clients’ best interests.
  • Ability to work weekends and/or extended hours, potentially at any financial center 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.

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.
  • Build relationships with clients and understand their financial and life priorities to connect them with solutions that meet their financial goals.
  • Execute the bank’s risk culture and strive for operational excellence.
  • Follow established processes and guidelines, doing what is right for clients and the bank and adhering to applicable laws and regulations.
  • Partner with experts in small business, lending, and investments to grow business knowledge and networks.
  • Manage financial center traffic, appointments, and outbound calls effectively.
  • Drive the client experience and manage cash responsibilities.

Benefits

  • Benefits eligibility
  • Paid time off
  • Resources and support for employees
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