Relationship Banker

5 days ago

San Luis Obispo, California, United States Bank of America Full time
Job Description:

At Bank of America, we are committed to helping our clients achieve their financial goals through personalized service and expert guidance.

Key Responsibilities:

  • Engage 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 understand their financial needs and connect them to solutions that meet their goals.
  • Execute the bank's risk culture and strive for operational excellence.
  • 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 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 clients' financial lives.
  • 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.
  • Flexibility 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-related associate degree such as business management, business administration, or finance.

Skills:

  • Adaptability
  • Business Acumen
  • Customer and Client Focus
  • Oral Communications
  • Problem Solving
  • Account Management
  • Client Experience Branding
  • Client Management
  • Client Solutions Advisory
  • Relationship Building
  • Business Development
  • Pipeline Management
  • Prospecting
  • Referral Identification
  • Referral Management

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