Relationship Banker
Bank of America
Job Description This job 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. Job expectations include having deep conversations with clients to gain in‑depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows 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. Must be able to work weekends and/or extended hours which may include being scheduled at any financial center location within a reasonable distance. 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. Bilingual Skills in Spanish (written and verbal) 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 #J-18808-Ljbffr
$32.64k - $62.64k
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...makes "Great Things Happen!" About the Job The Senior Personal Banker will be responsible for assisting customers in a dual role... ...actively participates in the referral process. Enjoys building relationships through actively monitoring the status of key customer relationships...SuggestedTemporary workFlexible hours- ...volume, sales environment Follow the established policies in accordance with the bank and supervisor’s direction Evaluate customer relationships, new and existing account holders, to offer bank products and services Accountable for the personal achievement of monthly new...SuggestedWork at officeFlexible hoursAfternoon shift
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$58.29k - $70k
Work with our innovative software solutions that help local government and school districts centralize data and connect their organizations. By working to develop and support our financial management solutions, you can help integrate our solutions with human resources,...Work experience placementWork at officeLocal areaRemote work- ...client referrals, networking, social media, sales calls, and participation in professional organizations, social contacts, and relationships built in the community. Manage, maintain, and review client portfolios as necessary to monitor risk and success. Responsible...Full timeTemporary workWork from home
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