Relationship Banker - Sarasota Market

Bank of America•Sarasota, FL

1d•Onsite

About The Position

At Bank of America, the Relationship Banker helps clients have better financial lives by engaging them in the financial center lobby, educating and assisting them with transactions through self-service resources such as mobile banking, online banking, and ATMs, and processing cash transactions accurately and efficiently when needed. The role involves having in-depth conversations to understand clients’ financial and life priorities and connecting them with solutions that support their goals. The position supports the bank’s Responsible Growth approach, risk culture, and operational excellence. Relationship Bankers build client relationships, manage financial center traffic and appointments, and collaborate with specialists in small business, lending, and investments. The role is based in an in-office financial center environment and requires weekend and/or extended-hour availability, potentially at another financial center within a reasonable distance.

Requirements

High school diploma, GED, secondary school education, or equivalent.
Strong work ethic, self-motivation, and focus on results while acting in clients’ best interests.
Ability to collaborate effectively and build and nurture strong relationships.
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, confident communication and comfort engaging with all clients.
Ability to learn and adapt to new information and technology platforms.
Ability to educate 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, acting in the best interests of clients and the bank and adhering to applicable laws and regulations.
Ability to manage time and capacity efficiently.
Availability to work weekends and/or extended hours, which may include working 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.

Responsibilities

Engage clients in the lobby and educate and assist them with transactions using self-service resources, including mobile banking, online banking, and ATMs.
Accurately and efficiently process cash transactions for clients as needed.
Conduct in-depth conversations to understand clients’ financial and life priorities and connect them with 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 and comply with applicable laws and regulations.
Build business knowledge and a professional network by partnering with small business, lending, and investment experts.
Manage financial center traffic, appointments, and outbound calls effectively.
Drive the client experience.
Manage cash responsibilities.