Relationship Banker -Escondido-Oceanside Market
Bank of America, Fallbrook, CA, United States
Job Description
Engage clients in the lobby to educate and assist with transactions through self‑service resources such as mobile banking, online banking, or ATM. Accurately and efficiently process cash transactions, conduct deep conversations with clients to understand their financial priorities, and connect them to solutions that meet their financial goals.
Location Open for the entire market; the specific financial center location will be based on business needs. If hired, you will train at one center and may relocate to a nearby center 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.
Required Qualifications
Enthusiastic, highly motivated self‑starter with 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;
Will follow established processes and guidelines in daily activities, adhering to all applicable laws and regulations;
Efficiently manages time and capacity;
Focuses on results while acting in the best interest of the client;
Can be flexible to work weekends and/or extended hours as needed.
Desired Qualifications
Experience in financial services and knowledge of 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.
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
Legal Considerations The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC/loan Originator.
Work Schedule Shift:
1st shift (United States of America) Hours Per Week:
40
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Location Open for the entire market; the specific financial center location will be based on business needs. If hired, you will train at one center and may relocate to a nearby center 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.
Required Qualifications
Enthusiastic, highly motivated self‑starter with 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;
Will follow established processes and guidelines in daily activities, adhering to all applicable laws and regulations;
Efficiently manages time and capacity;
Focuses on results while acting in the best interest of the client;
Can be flexible to work weekends and/or extended hours as needed.
Desired Qualifications
Experience in financial services and knowledge of 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.
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
Legal Considerations The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC/loan Originator.
Work Schedule Shift:
1st shift (United States of America) Hours Per Week:
40
#J-18808-Ljbffr