Relationship Banker

2 days ago

Burlingame, California, United States Bank of America Full time
About the Role

We are seeking a skilled Relationship Banker to join our team at Bank of America. As a Relationship Banker, you will be responsible for building and maintaining strong relationships with our clients, providing them with exceptional service and support 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 meet their financial needs and connect them with solutions that meet their goals.
  • 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 and 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 our 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.
  • 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.
  • Focused 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 Associate's Degree such as business management, business administration, or finance.

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