Relationship Banker

About the Role

At Bank of America, our common purpose is to help make financial lives better through the power of every connection. We are dedicated to driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders. A culture of caring and being a Great Place to Work is core to how we operate. We foster an inclusive workplace where every teammate has the opportunity to succeed, build a career, and contribute to our shared success. We value the unique perspectives individuals bring from all backgrounds and career paths. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development.

This position is open for the entire market, and the specific Financial Center location will be based on business needs. If offered a position, you will train at one financial center and then potentially move to another location within a reasonable commuting distance.

Key Responsibilities

• Educate and assist clients in the lobby with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM.
• Accurately and efficiently process cash transactions for clients.
• Engage in deep conversations with clients to gain in-depth knowledge of their financial and life priorities.
• Connect clients to solutions that meet their financial goals.
• Execute the bank's risk culture and strive for operational excellence.
• Build relationships with clients to meet financial needs.
• Follow established processes and guidelines in daily activities, adhering to all applicable laws and regulations.
• Grow business knowledge and 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.

Requirements & Tech Stack

• Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
• Ability to collaborate effectively and build/nurture strong relationships.
• Passion, commitment, and drive to deliver an experience that improves clients' financial lives.
• Confidence in identifying solutions for new and existing clients based on their needs.
• Ability to communicate effectively and confidently, and comfort engaging all clients.
• Ability to learn and adapt to new information and technology platforms.
• Confidence in educating clients on how to conduct simple banking transactions through self-service technologies (e.g., ATM, online banking, mobile banking).
• Strong critical thinking and problem-solving skills to meet clients' needs.
• Ability to follow established processes and guidelines, adhering to all applicable laws and regulations.
• Efficient time and capacity management.
• Focus on results while acting in the best interest of the client.
• Must be able to work weekends and/or extended hours, potentially scheduled at any financial center location within a reasonable distance.
• Bilingual Spanish required.

Desired Qualifications

• Experience in financial services and knowledge of 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’s Degree (e.g., business management, business administration, finance).

Skills

• 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
• Referral Management

The hiring of individuals with certain specified criminal history for this position is restricted or prohibited by the FDIC and Loan Originators regulations.

Shift: 1st shift

Hours Per Week: 40