Role at a glance
- Salary
- Not Disclosed
- Location
- San Juan, United States
- Employment
- Full-time
- Education
- Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
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Role Summary
The Relationship Banker engages clients in a financial center, helps them conduct transactions through self-service resources, and discusses their financial and life priorities. The role connects clients with solutions and supports the financial center’s client experience and operations.
What You'll Do
- Engage clients in the lobby and educate them about mobile banking, online banking, and ATM self-service.
- Process cash transactions accurately and efficiently as needed.
- Discuss clients’ financial and life priorities and connect them to solutions that meet their financial goals.
- Build client relationships and partner with small-business, lending, and investment experts.
- Manage financial center traffic, appointments, and outbound calls.
- Manage cash responsibilities and follow established processes, guidelines, and applicable regulations.
Generated from the employer's posting. Verify important details before applying.
View full postingQualifications
Spanish language required; minimum education is a High School Diploma, GED, Secondary School, or equivalent. Listed skills include customer and client focus, oral communications, problem solving, account management, relationship building, and business development.
Original job description
Content provided by the employer
Original job description
Content provided by the employer
Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job 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. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial 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
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
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)Hours Per Week:
40
About the company
Bank of America
Large Enterprise
Bank of America is a leading multinational banking and financial services corporation based in the United States. With a broad range of services including consumer banking, investment banking, asset management, and wealth management, it serves millions of customers across the globe. The company is committed to innovation and sustainability, aiming to deliver a seamless banking experience while fostering economic growth in the communities it serves. Bank of America's diverse workforce and inclusive culture support its goal of providing exceptional financial solutions tailored to meet the needs of individuals and businesses alike.