Home
/
Account Management
/
Relationship Banker
Relationship Banker-March 2024
Santa Cruz
Mar 24, 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
Nov 20, 2023
About the role The Client Onboarding Group is the first Operations team a client will experience in their relationship with Morgan Stanley. As well as establishing and maintaining strong client relat
Starlink Enterprise Account Manager
SpaceX was founded under the belief that a future where humanity is out exploring the stars is fundamentally more exciting than one where we are not. Today SpaceX is actively developing the technolog
Talent Acquisition Sourcer
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
Client Success Manager
Meet Our Team: Pega provides innovative technology to the world's most innovative organisations. As the recognised industry leader in strategic business applications, according to analysts such as Fo
2024 INROADS Intern North America Immunology
Sanofi is comprised of three core business units: Specialty Care, Vaccines and General Medicines. Consumer Healthcare is a standalone business unit. Around the world, more than 100,000 people at Sano
Senior Manager, Azure Infrastructure as a Service
Are you ready to get into the zone? Chart new territory with an exciting new team? Then this could be the management role you've been waiting for! As the manager of Azure Infrastructure as a Service
Intern, Customer Success & Onboarding
Tenaska is one of the largest privately held companies in the United States, an organization that's adept in natural gas and power marketing, power management, development and acquisition of generati
Senior Account Manager - Melbourne
Since 2014, Acast has been creating the world’s most valuable podcast marketplace, building the technology which connects podcast creators, advertisers and listeners. Its marketplace spans more than
Bilingual Network Account Manager (Mandarian/Cantonese)
The Network Account Manager represents and advances Healthfirst interests in the Provider market as the preferred and ultimately preeminent plan through superior customer service and execution of Pro
SVP of Customer Success & Support
The SVP of Global Customer Success and Support is integral to our mission of helping customers solve their most complex security challenges by creating great teaming experiences and making the most s
Copyright 2023-2025 - www.zdrecruit.com All Rights Reserved