Relationship Banker

4 days ago

South Lake Tahoe, California, 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 - Client Engagement Specialist, 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, such as mobile banking, online banking, or ATM.
  • 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.
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.
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's Degree such as business management, business administration, or finance.
  • Spanish preferred.
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.

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