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Bank of America

Runs a US consumer bank, brokerage and investment bank

Relationship Banker - Palm Beach South Market

Retail & Commercial BankingPosted on Nov 13
Full-timeNo salary listed

About the Job

Requirements

  • A high school diploma, GED, secondary school credential, or equivalent is required.
  • Demonstrated motivation, a strong work ethic, and a results focus while acting in clients’ best interests are required.
  • The ability to collaborate, build and nurture relationships, and communicate confidently with clients is required.
  • The ability to identify solutions for new and existing clients based on their needs is required.
  • The ability to learn and adapt to new information and technology platforms is required.
  • The ability to educate clients on simple banking transactions through self-service technology, including ATMs, online banking, and mobile banking, is required.
  • Strong critical-thinking and problem-solving skills are required.
  • The ability to follow established processes and guidelines and comply with applicable laws and regulations is required.
  • The ability to manage time and capacity efficiently is required.
  • Availability to work weekends and/or extended hours, including possible scheduling at any financial center within a reasonable distance, is required.

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 as needed and manage cash responsibilities.
  • 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 client relationships to meet financial needs.
  • Follow established processes and guidelines in daily activities, acting in clients’ and the bank’s best interests and adhering to applicable laws and regulations.
  • Build business knowledge and a professional network by partnering with experts in small business, lending, and investments.
  • Manage financial center traffic, appointments, and outbound calls effectively.
  • Drive the client experience.

Desired Qualifications

  • Experience in financial services and knowledge of financial services products and solutions.
  • One year of successful sales experience in a salary-plus-incentive environment with individual sales goals.
  • Six months of cash-handling experience.
  • 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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