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Bank of America

Runs a US consumer bank, brokerage and investment bank

Relationship Banker - Palm Beach North Market

Retail & Commercial BankingPosted on Nov 13
Full-timeJupiter, FL, USANo salary listed

About the Job

Requirements

  • The role requires a strong work ethic, self-motivation, and focus on client outcomes.
  • The role requires effective collaboration and the ability to build and nurture relationships.
  • The role requires confidence identifying solutions for new and existing clients based on their needs.
  • The role requires effective communication and comfort engaging with all clients.
  • The role requires the ability to learn and adapt to new information and technology platforms.
  • The role requires the ability to educate clients on simple transactions using self-service technologies such as ATMs, online banking, and mobile banking.
  • The role requires critical thinking and problem-solving skills to meet client needs.
  • The role requires adherence to established processes, guidelines, laws, and regulations.
  • The role requires efficient time and capacity management.
  • The role requires availability for weekends and/or extended hours, and possible scheduling at any financial center within a reasonable distance.
  • Desired experience includes financial services industry knowledge and familiarity with financial services products and solutions.
  • Desired experience includes six months of cash handling.
  • The minimum education requirement is a high school diploma, GED, secondary school credential, or equivalent.

Responsibilities

  • Engage clients in the lobby to educate and assist them with transactions through self-service resources such as mobile banking, online banking, and 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 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.
  • Follow established processes and guidelines in daily activities, acting in clients' and the bank's best interests and complying with applicable laws and regulations.
  • Develop business knowledge and a professional network by partnering with experts in small business, lending, and investments.
  • Manage financial-center traffic, appointments, and outbound calls.
  • Drive the client experience.
  • Manage cash responsibilities.

Desired Qualifications

  • One year of successful sales experience in a salary-plus-incentive environment with individual sales goals.
  • A bachelor's degree or 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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