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Relationship Banker
2 months ago
At Bank of America, we are committed to helping our clients achieve their financial goals through personalized service and expert guidance. As a Relationship Banker, you will play a critical role in building strong relationships with our clients and providing them with tailored solutions to meet their financial needs.
Key Responsibilities:
- Engage with 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.
- Build relationships with clients to understand their financial priorities and connect them to solutions that meet their goals.
- Follow established processes and guidelines to ensure operational excellence and compliance with applicable laws and regulations.
- Manage financial center traffic, appointments, and outbound calls effectively.
- Drive the client experience by providing exceptional service and ensuring that clients feel valued and supported.
Requirements:
- Enthusiastic and highly motivated self-starter with a strong work ethic and intense focus on results.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
- Ability to learn and adapt to new information and technology platforms.
- Confident in identifying solutions for new and existing clients based on their needs.
- Strong critical thinking and problem-solving skills to meet clients' needs.
- Ability to work effectively in a fast-paced environment and prioritize tasks to meet deadlines.
- Bilingual Spanish required.
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 associate degree such as business management, business administration, or 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
Equal Employment Opportunity:
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law.
Drug-Free Workplace and Alcohol Policy:
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse.