Relationship Banker- Bilingual Spanish preferred

Bank of America•Bend, OR

2d•Onsite

About The Position

At Bank of America, the Relationship Banker helps make financial lives better through client connections and Responsible Growth. The role is responsible for engaging clients in the financial center lobby, educating and assisting them with transactions through self-service resources such as mobile banking, online banking, and ATMs, and accurately processing cash transactions as needed. The banker has in-depth conversations to understand clients’ financial and life priorities and connects them with solutions that support their financial goals. The position builds client relationships, delivers a strong client experience, manages financial center traffic and appointments, and collaborates with specialists in small business, lending, and investments. It also carries cash responsibilities and requires adherence to established processes, risk standards, laws, and regulations. Bank of America describes an in-office culture focused on collaboration, engagement, and career development, with flexibility based on role responsibilities and business needs. This position is scheduled for 40 hours per week on first shift.

Requirements

High school diploma, GED, secondary school education, or equivalent.
Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results, acting in the client’s best interest.
Ability to collaborate effectively and build and nurture strong relationships.
Passion, 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.
Confidence educating 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 comply with applicable laws and regulations.
Efficient time and capacity management.
Ability to focus on results while acting in the client’s best interest.
Must be able to work weekends and/or extended hours, potentially at any financial center location within a reasonable distance.

Nice To Haves

Bilingual Spanish is preferred.
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 business management, business administration, or finance.
Skills in adaptability, business acumen, customer and client focus, oral communications, problem solving, account management, client experience, branding, client management, client solutions, advisory, relationship building, business development, pipeline management, prospecting, referral identification, and referral management.

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, acting in clients’ and the bank’s best interests and complying with applicable laws and regulations.
Grow business knowledge and professional networks 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 and accurately process cash transactions as needed.
Engage clients in the lobby and educate and assist them with self-service banking options, including mobile banking, online banking, and ATMs.
Have conversations with clients to understand their financial and life priorities and connect them to appropriate solutions.