Relationship Banker - Central Coast -Ventura area

Bank of America•Ventura, IA

2d•$25 - $27•Onsite

About The Position

At Bank of America, Relationship Bankers help make financial lives better by engaging clients in financial centers and connecting them with solutions that meet their financial goals. This role focuses on educating and assisting clients in the lobby, including helping them use self-service resources such as mobile banking, online banking, and ATMs. Relationship Bankers also process cash transactions accurately and efficiently as needed, and have in-depth conversations to understand clients’ financial and life priorities. The role is based at the Ventura-area financial centers listed in the posting. Bank of America describes its culture as in-office, with attendance requirements and role-specific flexibility. The position is 40 hours per week on first shift. It pays $25.00–$26.77 per hour, with offers determined by experience, education, and skill set; the role is not incentive eligible. The position 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 best interest of clients.
Ability to collaborate effectively and build and nurture strong relationships.
Passion, commitment, and drive to improve 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.
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.
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 and focus on results while acting in clients’ best interests.
Ability to work weekends and/or extended hours and travel to 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

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 the best interests of clients and the bank and adhering to applicable laws and regulations.
Build business knowledge and a professional 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, educate and assist them with transactions through self-service resources, and process cash transactions accurately and efficiently as needed.
Learn clients’ financial and life priorities and connect them to solutions that support their financial goals.