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Relationship Banker

2 months ago

Oceanside, 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 company is built on the principles of Responsible Growth, which drives our commitment to being a great place to work for our teammates around the world.

We are dedicated to being a diverse and inclusive workplace for everyone, where individuals with a broad range of backgrounds and experiences can thrive. We invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

As a Relationship Banker, you will play a critical role in engaging clients in the lobby to educate and assist with conducting transactions through self-service resources. Your key responsibilities will include accurately and efficiently processing cash transactions for clients as needed.

Key Responsibilities:

  • 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:

  • Be an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
  • Collaborate effectively to get things done, building and nurturing strong relationships
  • Display passion, commitment, and drive to deliver an experience that improves our clients' financial lives
  • Be confident in identifying solutions for new and existing clients based on their needs
  • Communicate effectively and confidently, and be comfortable engaging all clients
  • Have the ability to learn and adapt to new information and technology platforms
  • Be confident in educating clients on how to conduct simple banking transactions through self-service technologies
  • Apply strong critical thinking and problem-solving skills to meet clients' 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
  • Efficiently manage time and capacity
  • Focus on results, while acting in the best interest of the client
  • Be flexible to work weekends and/or extended hours as needed

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 degree such as business management, business administration, or finance