Relationship Banker - San Francisco Financial District
Bank of America, San Francisco, CA, United States
This role engages clients in the lobby to educate and assist with self‑service transactions (mobile, online, ATM) and accurately processes cash transactions. The position requires deep conversations with clients to understand their financial priorities and connect them to appropriate solutions.
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 a strong work ethic and intense focus on results, acting in the best interest of the client
Effective collaborator who builds and nurtures strong relationships
Passionate, committed, and driven 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 and is comfortable engaging all clients
Adaptable to new information and technology platforms
Confident in educating clients on how to conduct simple banking transactions through self‑service technologies (ATM, online banking, mobile banking)
Strong critical thinking and problem‑solving skills to meet clients' 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
Efficiently manages time and capacity
Focuses on results while acting in the best interest of the client
Must be able to work weekends and/or extended hours and travel to any financial center within a reasonable distance
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
Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent
Legal Restrictions The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Loan Originators.
Shift 1st shift (United States of America)
Hours Per Week 40
#J-18808-Ljbffr
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 a strong work ethic and intense focus on results, acting in the best interest of the client
Effective collaborator who builds and nurtures strong relationships
Passionate, committed, and driven 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 and is comfortable engaging all clients
Adaptable to new information and technology platforms
Confident in educating clients on how to conduct simple banking transactions through self‑service technologies (ATM, online banking, mobile banking)
Strong critical thinking and problem‑solving skills to meet clients' 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
Efficiently manages time and capacity
Focuses on results while acting in the best interest of the client
Must be able to work weekends and/or extended hours and travel to any financial center within a reasonable distance
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
Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent
Legal Restrictions The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Loan Originators.
Shift 1st shift (United States of America)
Hours Per Week 40
#J-18808-Ljbffr