Relationship Banker - Destin / Fort Walton Beach Areas

Bank of America - Destin, FL

Full-time - Entry Level

Destin, FL

Credit Intermediation and Related Activities

About the position

The position at Bank of America involves engaging clients in the lobby to educate and assist them with transactions through self-service resources such as mobile banking, online banking, or ATMs. The role focuses on building relationships with clients, understanding their financial needs, and providing solutions that align with their financial goals. The job emphasizes operational excellence, adherence to regulations, and delivering a positive client experience.

Responsibilities

• Engages clients in the lobby to educate and assist with transactions through self-service resources.
• Processes cash transactions accurately and efficiently as needed.
• Builds relationships with clients to meet their financial needs.
• Follows established processes and guidelines to ensure compliance with 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 by connecting them to appropriate solutions.
• Manages cash responsibilities.

Requirements

• Enthusiastic, highly motivated self-starter with a strong work ethic.
• Ability to collaborate effectively and build strong relationships.
• Passionate about delivering an experience that improves clients' financial lives.
• Confident in identifying solutions for clients based on their needs.
• Effective and confident communicator, comfortable engaging all clients.
• Ability to learn and adapt to new information and technology platforms.
• Confident in educating clients on conducting banking transactions through self-service technologies.
• Strong critical thinking and problem-solving skills.
• Efficient time and capacity management.
• Focus on results while acting in the best interest of the client.

Nice-to-haves

• Experience in financial services and knowledge of the 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's Degree such as business management, business administration, or finance.

Benefits

• Competitive benefits to support physical, emotional, and financial well-being.
• Opportunities for learning and career growth.