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Relationship Banker

2 months ago

Boca Raton, Florida, United States Bank of America Full time
About the Role

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 - Financial Services Expert, you will play a critical role in building and maintaining strong relationships with our clients, providing them with tailored financial solutions and exceptional customer service.

Key Responsibilities
  • Engage with clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM.
  • Accurately and efficiently process cash transactions for clients as needed.
  • Build relationships with clients to meet their financial needs and connect them with solutions that meet their goals.
  • Follow established processes and guidelines in daily activities to ensure the best possible outcomes for clients and the bank.
  • 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, highly motivated self-starter with a strong work ethic and intense focus on results.
  • Collaborative team player with excellent communication and interpersonal skills.
  • Passionate about delivering an exceptional client experience and committed to building strong relationships.
  • Confident in identifying solutions for new and existing clients based on their needs.
  • Ability to learn and adapt to new information and technology platforms.
  • Strong critical thinking and problem-solving skills to meet clients' needs.
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-related associate degree such as business management, business administration, or finance.
What We Offer

At Bank of America, we offer a competitive compensation package, comprehensive benefits, and opportunities for professional growth and development. We are committed to creating a diverse and inclusive workplace where our employees can thrive and reach their full potential.