Relationship Banker

7 days ago

San Jose, California, United States Bank of America Full time

About the Role:

This position is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed.

Key Responsibilities:

  • Execute the bank's risk culture and strive for operational excellence.
  • Build relationships with clients to meet their 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.
  • 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.
  • Manage cash responsibilities.

Requirements:

  • Be an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
  • Collaborate effectively to get things done, building and nurturing strong relationships.
  • Display passion, commitment, and drive to deliver an experience that improves our clients' financial lives.
  • Be confident in identifying solutions for new and existing clients based on their needs.
  • Communicate effectively and confidently, and be comfortable engaging all clients.
  • Have the ability to learn and adapt to new information and technology platforms.
  • Be confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).
  • Apply 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 manage time and capacity.
  • Focus on results, while acting in the best interest of the client.
  • 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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