Home
/
Account Management
/
Relationship Banker
Relationship Banker-May 2024
Santa Cruz
May 7, 2025
ABOUT BANK OF AMERICA
Bank of America is a leading financial institution, serving consumers, small businesses, and large corporations with a full range of banking, investing, and other financial products and services.
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
Account Manager
Our Company Changing the world through digital experiences is what Adobe's all about. We give everyone-from emerging artists to global brands-everything they need to design and deliver exceptional di
Manufacturing Group Leader - Maintenance - Marion
Description If you are a current employee of General Motors working in a per diem, hourly, or regular salaried role, you must apply through the internal careers page. Please navigate to https://workd
Partner Development Manager Finland - Baltikum
About NetApp We're forward-thinking technology people with heart. We make our own rules, drive our own opportunities, and try to approach every challenge with fresh eyes. Of course, we can't do it al
Customer Success Associate
At Qualtrics, we create software the world's best brands use to deliver exceptional frontline experiences, build high-performing teams, and design products people love. But we are more than a platfor
XM Success Consultant, Public Sector
At Qualtrics, we create software the world's best brands use to deliver exceptional frontline experiences, build high-performing teams, and design products people love. But we are more than a platfor
Account Manager, Technology
Description At Kforce, our culture of flexibility empowered through trust, technology and opportunity allows you to design your best life. Find the best path to your success by joining our award-winn
SkillBridge Account Manager
  **This opportunity is specifically for active-duty U.S. Armed Forces members that are transitioning from service and approved for the DoD SkillBridge Program.                An account manager at E
Commercial Intern - 6 Month Part Time
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
Enterprise Sales Account Manager
Our Company Changing the world through digital experiences is what Adobe's all about. We give everyone-from emerging artists to global brands-everything they need to design and deliver exceptional di
Account Manager, Technology
Description Requirements 4f006e3e-7927-4060-87a1-e4a0df7921b8|7 Requirements In accordance with California's pay equity law, Kforce discloses that the anticipated pay range for this position, which i
Copyright 2023-2025 - www.zdrecruit.com All Rights Reserved