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Bank of America

Runs a US consumer bank, brokerage and investment bank

Relationship Banker

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeCape Coral, FL, USANo salary listed

About the Job

Requirements

  • Minimum education requirement is a high school diploma, GED, secondary school credential, or equivalent.
  • Must be an enthusiastic, highly motivated self-starter with a strong work ethic and focus on results while acting in the client's best interest.
  • Must collaborate effectively, build and nurture strong relationships, and partner with experts in small business, lending, and investments.
  • Must identify solutions for new and existing clients based on their needs and confidently educate clients on simple transactions through self-service technologies, including ATM, online banking, and mobile banking.
  • Must communicate effectively and confidently and be comfortable engaging all clients.
  • Must learn and adapt to new information and technology platforms.
  • Must apply critical-thinking and problem-solving skills to meet clients' needs.
  • Must follow established processes and guidelines, acting in clients' and the bank's best interests and adhering to applicable laws and regulations.
  • Must efficiently manage time and capacity and focus on results while acting in the client's best interest.
  • Must be able to work weekends and/or extended hours, potentially at any financial center within a reasonable distance.

Responsibilities

  • Engage clients in the lobby to educate and assist them with transactions through self-service resources, including mobile banking, online banking, and ATMs.
  • Accurately and efficiently process cash transactions for clients as needed.
  • Hold in-depth conversations with clients to understand their financial and life priorities and connect them to solutions that meet their financial goals.
  • Execute the bank's risk culture and strive for operational excellence.
  • Build client relationships to meet financial needs.
  • Manage financial-center traffic, appointments, and outbound calls effectively.
  • Drive the client experience and manage cash responsibilities.

Desired Qualifications

  • Experience in financial services and knowledge of financial-services 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.
  • Adaptability, business acumen, customer and client focus, oral communication, problem solving, account management, client experience branding, client management, client solutions advisory, relationship building, business development, pipeline management, prospecting, referral identification, and referral management.

About the Company

Bank of America

Runs a US consumer bank, brokerage and investment bank

Bank of America runs one of the largest US banks, serving consumers, small businesses, wealthy families, corporations and institutional investors. Alongside checking accounts, credit cards, mortgages and business loans, it owns the Merrill brokerage, a private bank for wealthy clients and a global investment bank that advises on deals and trades stocks and bonds. Customers reach it through thousands of branches and ATMs and its mobile banking app. It earns money mainly from the gap between what it charges on loans and pays on deposits, plus fees from advice, asset management, deal work and trading. It grew from a San Francisco bank founded in 1904 and is headquartered in Charlotte, North Carolina.

Company size
10,001+
Company stage
IPO
Headquarters
Charlotte, NC
Founded
1904

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