Relationship Banker

3 weeks ago

Venice, 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.

As a Relationship Banker, you will play a critical role in building and maintaining strong relationships with our clients, providing them with tailored financial solutions and exceptional customer service.

Key responsibilities include:

  • Developing and maintaining a deep understanding of clients' financial needs and goals
  • Providing expert guidance on banking products and services
  • Identifying opportunities to grow clients' relationships and increase revenue
  • Collaborating with colleagues to deliver seamless client experiences

We are seeking a highly motivated and customer-focused individual to join our team. If you have a passion for delivering exceptional service and building strong relationships, we encourage you to apply.

Responsibilities:

  • Execute the bank's risk culture and strive for operational excellence
  • Build relationships with clients to meet financial 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
  • Grows business knowledge and network by partnering with experts in small business, lending, and investments
  • Manages financial center traffic, appointments, and outbound calls effectively
  • Drives the client experience
  • Manages cash responsibilities

Required Qualifications:

  • Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
  • 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.
  • Is 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.
  • Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).
  • 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.
  • Focuses on results, while acting in the best interest of the client.
  • Can be flexible to work weekends and/or extended hours as needed.

Desired 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 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

Minimum Education Requirement:

  • High School Diploma / GED / Secondary School or equivalent

Shift:

1st shift (United States of America)

Hours Per Week:

40

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