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Relationship Banker

2 months ago

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

We are seeking a highly motivated and customer-focused Relationship Banker to join our team at Bank of America. As a Relationship Banker, you will play a critical role in 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, 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 provide them with tailored solutions to achieve their financial goals.
  • Follow established processes and guidelines in daily activities to ensure compliance with all applicable laws and regulations.
  • Manage financial center traffic, appointments, and outbound calls effectively.
  • Drive the client experience by providing exceptional service and support to meet their needs.
Requirements
  • Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results.
  • Collaborative and effective communicator with strong relationship-building skills.
  • Ability to learn and adapt to new information and technology platforms.
  • Confident in identifying solutions for new and existing clients based on their needs.
  • Strong critical thinking and problem-solving skills to meet clients' needs.
  • Ability 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 Associates 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 teammates can thrive and reach their full potential.