Relationship Banker

2 weeks ago

San Jose, California, United States Bank of America Full time
Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Our team is dedicated to delivering exceptional client experiences and driving responsible growth.

We are seeking a skilled Relationship Banker to join our team. As a Relationship Banker, you will be responsible for building and maintaining strong relationships with clients, providing personalized financial solutions, and driving business growth.

Key Responsibilities:

  • Engage clients in the lobby to educate and assist with conducting transactions through self-service resources.
  • Accurately and efficiently process cash transactions for clients as needed.
  • Have deep conversations with clients to gain in-depth knowledge of their financial and life priorities and connect them to solutions that meet their financial goals.
  • Execute the bank's risk culture and strive for operational excellence.
  • Build relationships with clients to meet their financial needs.
  • Follow established processes and guidelines in daily activities to do what is right for clients and the bank, 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:

  • Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results.
  • Collaborates effectively to get things done, building and nurturing strong relationships.
  • Displays 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.
  • Communicates effectively and confidently, and is comfortable engaging all clients.
  • Has the ability to learn and adapt to new information and technology platforms.
  • Is confident in educating clients on how to conduct simple banking transactions through self-service technologies.
  • Applies strong critical thinking and problem-solving skills to meet clients' needs.
  • Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
  • Efficiently manages time and capacity.
  • Focuses on results, while acting in the best interest of the client.
  • Can be flexible to work weekends and/or extended hours as needed.

Preferred 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 Associates Degree such as business management, business administration, or finance.

Benefits:

Bank of America offers a competitive benefits package, including health insurance, retirement savings, and paid time off. We also provide opportunities for professional growth and development, as well as a dynamic and inclusive work environment.

Equal Employment Opportunity:

Bank of America is an equal employment opportunity employer and welcomes applications from diverse candidates. We are committed to creating an inclusive and respectful work environment that values diversity and promotes equal opportunities for all employees and job applicants.

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