Relationship Banker

Bank of America•Ceres, CA

20h•Onsite

About The Position

At Bank of America, Relationship Bankers help make clients’ financial lives better by engaging clients in the financial center lobby, educating them, and assisting with transactions through self-service resources such as mobile banking, online banking, and ATMs. They accurately and efficiently process cash transactions as needed and have in-depth conversations to understand clients’ financial and life priorities, then connect them with solutions that support their financial goals. The role also involves managing financial center traffic, appointments, and outbound calls; building relationships; and partnering with specialists in small business, lending, and investments. The position is open across the market, and the specific financial center assignment is based on business needs. New hires train at one financial center and may subsequently move to another location within a reasonable commuting distance of home, as permitted by applicable law. The role is in-office and may require work at any financial center location within a reasonable distance.

Requirements

High school diploma, GED, secondary school education, or equivalent.
Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results and client interests.
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 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 through self-service technologies, including ATMs, online banking, and mobile banking.
Strong critical-thinking and problem-solving skills.
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.
Must be able to work weekends and/or extended hours, which may include being scheduled 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 such as mobile banking, online banking, and ATMs.
Accurately and efficiently process cash transactions for clients as needed.
Build relationships with clients and identify solutions that meet their financial needs and goals.
Have in-depth conversations with clients to understand their financial and life priorities.
Execute the bank’s risk culture and strive for operational excellence.
Follow established processes and guidelines, acting in clients’ and the bank’s best interests and complying with applicable laws and regulations.
Partner with experts in small business, lending, and investments to grow business knowledge and network.
Manage financial center traffic, appointments, and outbound calls effectively.
Drive the client experience and manage cash responsibilities.