Relationship Banker

About the Role

Bank of America is seeking a Relationship Banker for their Jacksonville North Market. This role is responsible for engaging clients, educating them on self-service options, and assisting with transactions. The position emphasizes building client relationships to understand their financial priorities and connecting them with relevant solutions. Bank of America promotes an inclusive workplace culture that supports collaboration, engagement, and career development, with an in-office model.

Key Responsibilities

• Engage clients in the lobby to educate and assist with transactions via self-service resources (mobile banking, online banking, ATM).
• Accurately and efficiently process cash transactions.
• Conduct deep conversations with clients 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 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.
• Displays passion, commitment, and drive to improve clients' financial lives.
• Confident in identifying solutions for new and existing clients.
• 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 self-service banking transactions (ATM, online banking, mobile banking).
• Applies strong critical thinking and problem-solving skills.
• Efficiently manages time and capacity.
• Focuses on results while acting in the best interest of the client.
• Must be able to work weekends and/or extended hours, potentially at any financial center location within a reasonable distance.

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

Minimum Education Requirement

• High School Diploma / GED / Secondary School or equivalent.

Shift

• 1st shift (United States of America)

Hours Per Week

• 40