Home
/
Accounting and Finance
/
Relationship Banker
Relationship Banker-May 2024
Emeryville
May 5, 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
Senior Analyst, FX Trader, Corporate Treasury
Our Purpose We work to connect and power an inclusive, digital economy that benefits everyone, everywhere by making transactions safe, simple, smart and accessible. Using secure data and networks, pa
FP&A CAPEX, Sr Analyst
Grow your career with The Estée Lauder Companies! The Estée Lauder Companies Inc. is one of the world's leading manufacturers and marketers of quality skin care, makeup, fragrance and hair care produ
Director, Global Finance & Strategy, Bumble and bumble
Description The Director of Finance will be a key member of Bumble and bumble's Global Finance & Strategy team, playing a critical role on the business with the goal of positioning the Brand for
Reference Test Clerk
Skill Requirements Administrative: Answer telephones, maintain logs/records, organizational skills, proficiency with numbers, research information, time management, train employees, use computerized
FP&A Analyst
Date Posted: 2023-11-21 Country: Philippines Location: Lot 18 3rd Street, First Philippine Industrial Park, Tanauan City, Batangas, Philippines Position Role Type: Unspecified Job Responsibilities: S
Senior Third Party Risk Management Analyst
Circle is a financial technology company at the epicenter of the emerging internet of money, where value can finally travel like other digital data — globally, nearly instantly and less expensively t
Tax Senior Accountant
Description Kforce's client, a highly regarding, long-standing NYC based family office is seeking a Tax Professional to join their elite tax team. This is a unique opportunity to join a multi-billion
Principle Program Cost Schedule & Control Analyst
Date Posted: 2023-11-13 Country: United States of America Location: HFL04: ASG Jacksonville-Blount Island 6061 BF Goodrich Blvd , Jacksonville, FL, 32226 USA Position Role Type: Onsite Collins Aerosp
Collections and Deductions Analyst
Our team members are at the heart of everything we do. At Cencora, we are united in our responsibility to create healthier futures, and every person here is essential to us being able to deliver on t
Accounting Coordinator- Signal Mountain Lodge/Grand Teton National Park
About our Wyoming locations GRAND. TETON. NATIONAL. PARK. We may be a little biased, but we think our corner of Wyoming is an incredibly special place to spend a summer. Signal Mountain Lodge is loca
Copyright 2023-2025 - www.zdrecruit.com All Rights Reserved