Relationship Banker

Lee Vista Financial Center

About the Role

At Bank of America, we are committed to helping make financial lives better through the power of every connection. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career, and contribute to our shared success. This role is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources.

Key Responsibilities

• Educate and assist clients with conducting transactions through self-service resources (e.g., mobile banking, online banking, ATM).
• Accurately and efficiently process cash transactions for clients.
• Engage clients in deep conversations 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, 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 to get things done, building and nurturing 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.
• Effective and confident communication skills, comfortable 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.
• Strong critical thinking and problem-solving skills to meet clients' needs.
• Ability to manage time and capacity efficiently.
• Must be able to work weekends and/or extended hours, potentially across multiple financial centers within a reasonable distance.

Desired Qualifications

• 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.

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

Minimum Education Requirement

• High School Diploma / GED / Secondary School or equivalent

Shift & Hours

• 1st shift (United States of America)
• 40 Hours Per Week