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Relationship Banker, Spanish Language Preferred
Bank of AmericaRelationship Banker engaging clients to assist with banking transactions and educate on financial services at Bank of America. Building relationships and connecting clients to appropriate solutions in a dynamic financial environment.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong client engagement and relationship-building skills while effectively managing financial transactions and adhering to regulatory guidelines. Possesses a solid understanding of financial services and the ability to educate clients on self-service banking technologies.
Highest-signal resume keywords
Client EngagementCash Handling ExperienceFinancial Services KnowledgeSales ExperienceProblem-Solving Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Cash Transaction ProcessingSelf-Service Banking EducationFinancial Needs AssessmentRisk Culture ExecutionOperational Excellence
Soft Skills
Effective CommunicationRelationship BuildingTime ManagementAdaptabilityEnthusiasm
Tools & Technologies
Mobile BankingOnline BankingATM
Certifications & Qualifications
Bachelor's DegreeAssociate’s Degree in Business ManagementAssociate’s Degree in Business AdministrationAssociate’s Degree in Finance
Industry Keywords
Financial ServicesSales GoalsClient ExperienceRegulatory ComplianceBusiness Knowledge
About the role
Key responsibilities & impact- Engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM
- Accurately and efficiently processing cash transactions for clients as needed
- Having deep conversations with clients to gain in-depth knowledge of the financial and life priorities
- Connecting clients to solutions that meet the financial goals
- Executing the bank's risk culture and striving for operational excellence
- Building relationships with clients to meet financial needs
- Following established processes and guidelines in daily activities to do what is right for clients and the bank
- Adhering to all applicable laws and regulations
- Growing business knowledge and network by partnering with experts in small business, lending, and investments
- Managing financial center traffic, appointments, and outbound calls effectively
- Driving the client experience
- Managing cash responsibilities
Requirements
What you’ll need- Is an enthusiastic, highly motivated self-starter with a 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 our clients' financial lives
- Is confident in identifying solutions for new and existing clients based on their needs
- Communicates effectively and confidently and is comfortable engaging all clients
- Has the ability to learn and adapt to new information and technology platforms
- Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, 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 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
- Can be flexible to work weekends and/or extended hours as needed
- 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
Benefits
Comp & perks- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development