Relationship Banker - Monterey Bay Valley market
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We drive Responsible Growth and deliver for our clients, teammates, communities, and shareholders every day. Our inclusive workplace supports every teammate’s success, career growth, and well-being through affordable, competitive, and flexible benefits. We value diverse perspectives shaped by military service, community college, and varied work and life experiences, fostering resilience, leadership, and innovation.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. This position is open market-wide, with the specific Financial Center location determined by business needs. Training will occur at one financial center, with potential relocation to another location within a reasonable commuting distance.
About the role
This role engages clients in the lobby to educate and assist with self-service transactions, such as mobile banking, online banking, or ATM. You will process cash transactions accurately and efficiently while building relationships to understand clients’ financial and life priorities, connecting them to solutions that meet their goals.
Responsibilities
- Execute the bank’s risk culture and strive for operational excellence.
- Build relationships with clients to meet financial needs.
- Follow established processes and guidelines to ensure compliance with laws and regulations.
- Grow business knowledge by partnering with experts in small business, lending, and investments.
- Manage financial center traffic, appointments, and outbound calls effectively.
- Drive the client experience and manage cash responsibilities.
Requirements
- Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results.
- Collaborative approach to building and nurturing relationships.
- Passion and commitment to improving clients’ financial lives.
- Confidence in identifying and delivering solutions based on client needs.
- Effective communication skills and comfort engaging all clients.
- Ability to learn and adapt to new information and technology platforms.
- Confidence in educating clients on self-service banking (e.g., ATM, online, mobile).
- Strong critical thinking and problem-solving skills.
- Adherence to processes and guidelines to ensure compliance.
- Efficient time and capacity management.
- Ability to work weekends and/or extended hours, including potential scheduling at any financial center within a reasonable distance.
Qualifications
- High School Diploma, GED, or equivalent (required).
- Experience in financial services and knowledge of industry products (desired).
- One year of successful sales experience in a salary-plus-incentive environment (desired).
- Six months of cash handling experience (desired).
- Bachelor’s Degree or business-relevant Associate’s Degree (e.g., business management, administration, or finance) (desired).
Skills
- Adaptability
- Business Acumen
- Customer and Client Focus
- Oral Communications
- Problem Solving
- Account Management
- Client Experience Branding
- Client Management
- Client Solutions Advisory
- Relationship Building
- Business Development
- Pipeline Management
- Prospecting
- Referral Identification
- Referral Management
Schedule
- 1st shift (United States of America).
- 40 hours per week.
Certain criminal convictions may restrict or prohibit hiring for this position under FDIC regulations and Loan Originators laws.