Home
/
Accounting and Finance
/
Relationship Banker
Relationship Banker-December 2024
Carlsbad
Dec 13, 2025
ABOUT MERRILL
Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals and businesses. We focus on helping all clients pursue the
10,000+ employees
Financial Services
VIEW COMPANY PROFILE >>
About Relationship Banker

  Job Description:

  At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

  One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

  Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

  Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

  Job Description:

  This role is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources such as mobile banking, online banking, or ATM. This role also accurately and efficiently processes cash transactions for clients as needed. Relationship bankers have deep conversations with clients to gain in-depth knowledge of their financial and life priorities.

  A Relationship Banker (responsibilities):

  • Executes the bank's risk culture and strives for operational excellence

  • Builds relationships with individual clients to meet their financial needs

  • Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations

  • Grows business knowledge and network by partnering with experts in small business, lending and investments

  • Manages financial center traffic, appointments and outbound calls effectively

  • Drives the client experience

  • Manages cash responsibilities

  You're a person who (required skills):

  • 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 your 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.

  You'll be more prepared if you have (desired skills):

  • 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.

  Skills Used in this Role:

  • Customer Service

  • Risk Management

  • Consumer Products and Solutions

  • Overcoming Objections

  • Risk Management

  • Cash Management

  • Demonstrating Technology

  • Relationship Management

  • Active Listening

  • Learning Agility

  • Problem Solving

  • Critical Thinking

  • Multitasking

  Shift:

  1st shift (United States of America)

  Hours Per Week:

  40

Comments
Welcome to zdrecruit comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
SIMILAR JOBS
Content Accounting Manager - SAP S/4HANA
Every great story has a new beginning, and yours starts here. Welcome to Warner Bros. Discovery... the stuff dreams are made of. Who We Are... When we say, the stuff dreams are made of, we're not jus
Senior Finance Business Analyst
To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts. Job Category Finance Job Details About Salesforce W
Senior Accountant-Revenue Accounting
Moody's is a developmental culture where we value candidates who are willing to grow. So, if you are excited about this opportunity but don't meet every single requirement, please apply! You may be a
Plant Controller
Popis pracovného miesta To the tasks in plant Dolné Vestenice belongs: - preparing of monthly reporting of esp. Profit & Loss, Cost Control Sheet, etc. - analysis and reporting of sales, margin,
Payroll Country Owner - Thailand
Our story At Alight, we believe a company's success starts with its people. At our core, we Champion People, help our colleagues Grow with Purpose and true to our name we encourage colleagues to Be A
Morgan Stanley Investment Management China - 2024 Multi-Asset Summer Analyst Program (Shenzhen)
Company Overview Morgan Stanley Investment Management China (MSIM China), strives to provide diverse investment management services to a full spectrum of clients across both individual and institutio
Sr Production Finance Accountant
Every great story has a new beginning, and yours starts here. Welcome to Warner Bros. Discovery... the stuff dreams are made of. Who We Are... When we say, the stuff dreams are made of, we're not jus
Senior Associate - Payroll Services
Our story At Alight, we believe a company's success starts with its people. At our core, we Champion People, help our colleagues Grow with Purpose and true to our name we encourage colleagues to Be A
Accounting Supervisor
Why finance at Stryker? Are you looking for a profitable and growing company with a great culture and reputation?Stryker was recently named one of the Best Workplace in the WORLD by Fortune! Here, yo
Senior Underwriter - National Client Group
Job Posting End Date: January 16 When you join the team at Unum, you become part of an organization committed to helping you thrive. Here, we work to provide the employee benefits and service solutio
Copyright 2023-2025 - www.zdrecruit.com All Rights Reserved