Relationship Banker-Cantonese Required

Bank of America•Berkeley, CA
•Onsite

About The Position

At Bank of America, the Relationship Banker engages clients in the lobby, educates and assists them with transactions using self-service resources such as mobile banking, online banking, and ATMs, and accurately processes cash transactions as needed. The role includes having in-depth conversations to understand clients’ financial and life priorities and connecting them with solutions aligned with their goals. The specific Financial Center location is determined by business needs. New hires train at one financial center and may then move to another location within a reasonable commuting distance of home, as permitted by law. The position requires Cantonese and may involve assignment to any financial center within a reasonable distance. The role is based in an in-office financial center environment and is scheduled for 40 hours per week on the first shift.

Requirements

  • Cantonese language proficiency is required.
  • High school diploma, GED, secondary school qualification, or equivalent.
  • Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results, acting in clients’ best interests.
  • Collaborates effectively and builds and nurtures strong relationships.
  • Demonstrates passion, commitment, and drive to improve clients’ financial lives.
  • Can identify solutions for new and existing clients based on their needs.
  • Communicates effectively and confidently and is comfortable engaging with all clients.
  • Can learn and adapt to new information and technology platforms.
  • Can educate clients on conducting simple transactions through self-service technology, including ATMs, online banking, and mobile banking.
  • Strong critical-thinking and problem-solving skills to meet client needs.
  • Follows established processes and guidelines and complies with applicable laws and regulations.
  • Efficiently manages time and capacity and focuses on results while acting in clients’ best interests.
  • Must be able to work weekends and/or extended hours, including possible scheduling at any financial center within a reasonable distance.
  • The position is subject to laws or regulations restricting or prohibiting the hiring of individuals with certain specified criminal history, including FDIC requirements.

Nice To Haves

  • Experience in financial services and knowledge of financial services 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 in business management, business administration, or finance.

Responsibilities

  • Engage clients in the lobby and educate and assist them with self-service transactions, including through ATMs, online banking, and mobile banking.
  • Accurately and efficiently process cash transactions as needed and manage cash responsibilities.
  • Build relationships with clients and understand their financial needs and priorities.
  • Connect clients with financial solutions that meet their goals.
  • Execute the bank’s risk culture and strive for operational excellence.
  • Follow established processes and guidelines and comply with applicable laws and regulations.
  • Partner with small business, lending, and investment experts to grow business knowledge and networks.
  • Manage financial center traffic, appointments, and outbound calls effectively.
  • Drive the client experience.

Benefits

  • Benefits eligible.
  • Paid time off.
  • Resources and support for employees.
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