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Relationship Banker
Bank of America. Engage clients in the lobby and educate them about self-service banking resources .
About the role
Key responsibilities & impact- Engage clients in the lobby and educate them about self-service banking resources
- Assist clients with transactions through mobile banking, online banking, and ATMs
- Process cash transactions accurately and efficiently
- Conduct in-depth conversations to understand clients’ financial and life priorities
- Connect clients with solutions that meet their financial goals
- Execute the bank’s risk culture and pursue operational excellence
- Build client relationships to meet financial needs
- Follow established processes and guidelines while adhering to applicable laws and regulations
- Partner with experts in small business, lending, and investments to grow business knowledge and networks
- Manage financial center traffic, appointments, and outbound calls
- Drive the client experience
- Manage cash responsibilities
Requirements
What you’ll need- High School Diploma / GED / Secondary School or equivalent
- Strong work ethic and focus on results
- Ability to collaborate effectively and build strong relationships
- Ability to identify solutions for new and existing clients based on their needs
- Effective and confident communication skills
- Ability to learn and adapt to new information and technology platforms
- Ability to educate clients on ATM, online banking, and mobile banking self-service technologies
- Strong critical thinking and problem-solving skills
- Ability to follow established processes, guidelines, laws, and regulations
- Efficient time and capacity management
- Flexibility to work weekends and/or extended hours as needed
- Spanish preferred
- Preferred: experience in financial services and knowledge of financial services products and solutions
- Preferred: one year of successful sales experience in a salary plus incentive environment with individual sales goals
- Preferred: six months of cash handling experience
- Bachelor’s degree or business-relevant associate degree preferred
Benefits
Comp & perks- Base salary
- Benefits eligibility
- Paid time off
- Resources and support for employees
- Opportunities to learn and grow
- Flexible work arrangements based on role-specific considerations
- Physical, emotional, and financial wellness support
- Recognition and rewards for performance