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Relationship Banker

Relationship Banker

CompanyBank of America
LocationSacramento, CA, USA
Salary$24 – $25.96
TypeFull-Time
Degrees
Experience LevelJunior, Mid Level

Requirements

  • 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

Responsibilities

  • Engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM
  • Accurately and efficiently processing cash transactions for clients as needed
  • Having deep conversations with clients to gain in-depth knowledge of the financial and life priorities
  • Connecting clients to solutions that meet their financial goals

Preferred 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​