Relationship Banker - Meadowlawn Financial Center

Bank of America - Saint Petersburg, FL

Full-time - Entry Level

Saint Petersburg, 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 like mobile banking, online banking, or ATMs. The role focuses on building relationships with clients, understanding their financial needs, and providing solutions to help them achieve 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 for clients 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 and focus on results.
• Effective collaboration skills to build and nurture strong relationships.
• Passion and commitment to improve clients' financial lives.
• Confidence in identifying solutions for clients based on their needs.
• Effective communication skills, comfortable engaging with all clients.
• Ability to learn and adapt to new information and technology platforms.
• Confidence in educating clients on self-service banking technologies.
• Strong critical thinking and problem-solving skills.
• Efficient time and capacity management.
• Flexibility to work weekends and/or extended hours as needed.

Nice-to-haves

• Experience in financial services and knowledge of the financial services industry, products, and solutions.
• One year of 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.

Benefits

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