Relationship Banker, Central Valley South

About the Role

At Bank of America, our purpose is to help make financial lives better through the power of every connection. We drive Responsible Growth and deliver for our clients, teammates, communities, and shareholders. A culture of caring and being a Great Place to Work are core to how we operate, fostering an inclusive workplace where every teammate can succeed.

Key Responsibilities

• Engage clients in the lobby to educate and assist with conducting transactions through self-service resources (e.g., mobile banking, online banking, ATM).
• Accurately and efficiently process cash transactions for clients.
• Engage in deep conversations with clients to understand 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, 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

• High School Diploma / GED / Secondary School or equivalent.
• 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 strong relationships.
• Passion, commitment, and drive to deliver an experience that improves clients' financial lives.
• Confident in identifying solutions for new and existing clients based on their needs.
• Ability to communicate effectively and confidently, comfortable engaging all clients.
• Ability to learn and adapt to new information and technology platforms.
• Confident 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.
• Ability to efficiently manage time and capacity.
• Must be able to work weekends and/or extended hours.
• May be scheduled at any financial center location within a reasonable distance.
• Ability to work 1st shift, 40 hours per week.

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