Jobs · Finance · New York

Relationship Banker - Queens West NY Area *Bilingual Spanish required

Bank of America · New York, New York, United States · 1 wk ago
FinanceFull-time

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. We foster an inclusive workplace where every teammate has the opportunity to succeed, build a career, and contribute to our shared success. We value unique perspectives from all backgrounds and career paths, which strengthen our workforce and positively impact the communities we serve.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development with clear in-office expectations and role-specific flexibility.

About the role

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. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed and having deep conversations to understand clients' financial and life priorities, connecting them to solutions that meet their goals.

Responsibilities

  • Executes the bank's risk culture and strives for operational excellence
  • Builds relationships with clients to meet 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

Requirements

  • Bilingual (Spanish) required
  • 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
  • Confident in identifying solutions for new and existing clients based on their needs
  • Communicates effectively and confidently and is comfortable engaging all clients
  • Ability to learn and adapt to new information and technology platforms
  • Confident in educating clients on how to conduct simple banking transactions through self-service technologies (e.g., ATM, online banking, mobile banking)
  • Applies strong critical thinking and problem-solving skills to meet clients' 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
  • Efficiently manages time and capacity
  • Focuses on results while acting in the best interest of the client
  • Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance

Qualifications

  • High School Diploma / GED / Secondary School or equivalent (required)
  • Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration, or finance (desired)
  • One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals (desired)
  • Six months of cash handling experience (desired)
  • Experience in financial services and knowledge of financial services industry, products, and solutions (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
  • 40 hours per week

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