Relationship Banker - Monterey Bay Valley area

$49,920 - $53,997/Yr

Bank of America - Capitola, CA

Full-time - Entry Level

Capitola, CA

10,001+ employees

Credit Intermediation and Related Activities

About the position

The Relationship Banker at Bank of America is responsible for engaging clients in the lobby, educating them on self-service banking resources, and assisting with transactions. This role focuses on building strong client relationships, understanding their financial needs, and connecting them with appropriate solutions to achieve their financial goals. The position requires effective communication, operational excellence, and adherence to banking regulations while managing cash responsibilities and client interactions.

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 and manages cash responsibilities.

Requirements

• High school diploma or GED required.
• Enthusiastic, highly motivated self-starter with a strong work ethic.
• Ability to collaborate effectively and build strong relationships.
• Passion and commitment to improve clients' financial lives.
• Confidence in identifying solutions for clients based on their needs.
• Effective communication skills and comfort engaging with clients.
• Ability to learn and adapt to new information and technology platforms.
• Strong critical thinking and problem-solving skills.

Nice-to-haves

• Experience in financial services and knowledge of the industry, products, and solutions.
• One year of successful sales experience in a salary plus incentive environment.
• Six months of cash handling experience.
• Bachelor's Degree or business-relevant Associate's Degree.

Benefits

• Paid time off
• Industry-leading benefits
• Access to resources and support for employees