Relationship Banker - Cypress Creek Financial Center

Bank of America•Fort Lauderdale, FL

1d•Onsite

About The Position

At Bank of America, the Relationship Banker helps clients make progress toward their financial goals while supporting the bank’s Responsible Growth purpose and commitment to an inclusive, caring workplace. The role is based in an in-office financial center, with flexibility determined by role responsibilities and business needs. The Relationship Banker engages clients in the lobby, educates them about and assists them with self-service resources such as mobile banking, online banking, and ATMs, and accurately processes cash transactions when needed. The position involves in-depth conversations to understand clients’ financial and life priorities and connecting them with solutions that meet their goals. The banker also manages financial center traffic, appointments, and outbound calls, and partners with specialists in small business, lending, and investments. The role requires adherence to established procedures, applicable laws, and regulations, along with a focus on risk culture, operational excellence, and the client experience. The position is 40 hours per week on first shift and may require weekend or extended hours, as well as scheduling at another financial center within a reasonable distance.

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.
Collaborate effectively and build and nurture strong relationships.
Demonstrate passion, commitment, and drive to improve clients’ financial lives.
Identify solutions for new and existing clients based on their needs.
Communicate effectively and confidently and feel comfortable engaging all clients.
Ability to learn and adapt to new information and technology platforms.
Confidence educating clients on self-service banking 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 and comply with applicable laws and regulations.
Manage time and capacity efficiently while focusing on results and acting in clients’ best interests.
Able 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’s degree, such as business management, business administration, or finance.

Responsibilities

Engage clients in the lobby and educate and assist them with conducting 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 and comply with 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 and manage cash responsibilities.