Relationship Banker

About the Role

Bank of America is committed to being a great place to work, fostering an inclusive workplace, and supporting teammate wellness. This role drives Responsible Growth by helping clients make financial lives better.

Key Responsibilities

• Engage clients in the lobby to educate and assist with self-service transactions (mobile banking, online banking, ATM).
• Accurately and efficiently process cash transactions for clients.
• Conduct in-depth client conversations to understand 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, adhering to all applicable laws and regulations.
• Grow business knowledge 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 focus on results.
• Ability to collaborate effectively and build strong relationships.
• Passion, commitment, and drive to improve clients' financial lives.
• Confidence in identifying solutions for clients.
• Ability to communicate effectively and confidently, comfortable engaging all clients.
• Ability to learn and adapt to new information and technology platforms.
• Confidence in educating clients on self-service banking transactions (e.g., ATM, online banking, mobile banking).
• Strong critical thinking and problem-solving skills.
• Ability to manage time and capacity efficiently.
• Flexibility to work weekends and/or extended hours as needed.
• Bilingual Spanish required.

Qualifications

• Minimum Education: High School Diploma / GED / Secondary School or equivalent.
• Experience in financial services and knowledge of industry products and solutions (Desired).
• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals (Desired).
• Six months of cash handling experience (Desired).
• Bachelor's Degree or business-relevant Associate’s Degree (e.g., business management, business administration, finance) (Desired).

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