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Relationship Banker

2 months ago

Orange, 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, you will play a critical role in building strong relationships with our clients and helping them navigate their financial lives.

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 understand 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 experience for clients and the bank.
  • 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 by providing exceptional service and support.
  • Manage cash responsibilities and maintain a high level of accuracy and attention to detail.
Requirements
  • Enthusiastic and highly motivated self-starter with a strong work ethic and intense focus on results.
  • Collaborative and effective communicator with strong relationships skills.
  • Passionate about delivering an exceptional client experience and improving their financial lives.
  • Confident in identifying solutions for new and existing clients based on their needs.
  • Effective communicator with strong verbal and written skills.
  • 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.
  • Strong critical thinking and problem-solving skills to meet clients' needs.
  • Ability to efficiently manage time and capacity.
  • Focus on results while acting in the best interest of the client.
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.
  • Spanish language proficiency preferred.