Relationship Banker - San Fernando Valley East area

About the Role

At Bank of America, this position engages clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. The role involves processing cash transactions accurately and efficiently, having deep conversations with clients to understand their financial and life priorities, and connecting them to solutions that meet their financial goals. The specific Financial Center location will be based on business needs, with training at one center and potential relocation within a reasonable commuting distance.

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

• 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 clients’ financial lives.
• Confident in identifying solutions for new and existing clients based on their needs.
• Communicates effectively and confidently, 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.
• Flexible to work weekends and/or extended hours as needed.

Qualifications

• High School Diploma / GED / Secondary School or equivalent (minimum education requirement).
• Desired: Experience in financial services and knowledge of the financial services industry, products, and solutions.
• 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: Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration, or finance.
• Desired: Bilingual in Spanish, Armenian, or Russian.

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.

Note: The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for this position: FDIC.