Relationship Banker - Broward North Boca Raton Market

Bank of America•Boca Raton, FL

4d•Onsite

About The Position

At Bank of America, Relationship Bankers help make financial lives better through client connections and responsible growth. This role is based in the Broward North Boca Raton Market and is performed in an in-office financial center environment. The position engages clients in the lobby, educates and assists them with transactions through self-service resources such as mobile banking, online banking, and ATMs, and processes cash transactions accurately and efficiently as needed. Relationship Bankers have in-depth conversations to understand clients’ financial and life priorities and connect them with solutions that support their financial goals. The role supports Bank of America’s risk culture and operational excellence, builds client relationships, and partners with specialists in small business, lending, and investments. It also involves managing financial center traffic, appointments, outbound calls, the client experience, and cash responsibilities. The position is 40 hours per week on 1st shift and may require weekends or extended hours, including scheduling at another financial center within a reasonable distance.

Requirements

High school diploma, GED, secondary school qualification, or equivalent.
Strong work ethic, motivation, and focus on results while acting in the client’s best interest.
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 and confident communication skills 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 through 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 and applicable laws and regulations.
Effective time and capacity management.
Availability to work weekends and/or extended hours, potentially at a financial center within a reasonable distance.
40 hours per week; 1st shift.

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.
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 applicable laws and regulations, in daily activities.
Partner with experts in small business, lending, and investments to grow business knowledge and networks.
Manage financial center traffic, appointments, and outbound calls effectively.
Drive the client experience.
Manage cash responsibilities.