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Bank of America

Runs a US consumer bank, brokerage and investment bank

Relationship Banker

Retail & Commercial BankingUpdated on Nov 13
Full-time$25 - $26.77 /hr

About the Job

Requirements

  • A high school diploma, GED, secondary school credential or equivalent is the minimum education requirement.
  • Bilingual Spanish is required.
  • Ability to confidently identify solutions for new and existing clients based on their needs.
  • Ability to communicate effectively and confidently and engage all clients.
  • Ability to learn and adapt to new information and technology platforms.
  • Ability to educate clients on conducting simple banking transactions through self-service technologies such as ATM, online banking and mobile banking.
  • Ability to apply critical thinking and problem-solving skills to meet clients' needs.
  • Ability to follow established processes and guidelines, act in clients' and the bank's best interests, and adhere to applicable laws and regulations.
  • Ability to manage time and capacity efficiently.
  • Availability to work weekends and/or extended hours as needed.

Responsibilities

  • Engage clients in the lobby to educate and assist them with transactions using self-service resources such as mobile banking, online banking or ATMs.
  • Accurately and efficiently process cash transactions for clients as needed.
  • Have in-depth conversations with clients to understand their financial and life priorities and connect them with solutions that meet their financial goals.
  • 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, act in the best interests of clients and the bank, and adhere to applicable laws and regulations.
  • Grow business knowledge and networks 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.

Desired Qualifications

  • Experience in financial services and knowledge of the 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.
  • A bachelor's degree or a business-relevant associate's degree, such as business management, business administration or finance.

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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