Relationship Banker - Stockton area

Bank of America; Stockton; On-site; GBP 25,000 - 40,000; Full time

Job summary

An established industry player is seeking a dedicated client engagement specialist to enhance customer experiences in financial services. This role involves assisting clients with transactions and educating them on self-service banking options. You'll build strong relationships, manage cash responsibilities, and drive operational excellence. If you're passionate about helping clients achieve their financial goals and thrive in a dynamic environment, this opportunity is perfect for you. Join a team that values your contributions and offers a pathway to professional growth.

Qualifications

• Strong work ethic and focus on results.
• Ability to learn and adapt to new technology platforms.
• Experience in financial services and sales.

Responsibilities

• Engaging clients to assist with transactions and educate on services.
• Building relationships to meet client financial needs.
• Managing cash responsibilities and financial center traffic.

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

Education

High School Diploma / GED / Secondary School

Bachelor's degree in Business Management or Finance

Job description

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 their financial and life priorities and connecting clients to solutions that meet their financial goals.

Responsibilities :

1. Executes the bank's risk culture and strives for operational excellence.
2. Builds relationships with clients to meet their financial needs.
3. 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.
4. Grows business knowledge and network by partnering with experts in small business, lending, and investments.
5. Manages financial center traffic, appointments, and outbound calls effectively.
6. Drives the client experience.
7. Manages cash responsibilities.

Required Qualifications :

• Is an enthusiastic, highly motivated self-starter with a strong work ethic and an 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.
• 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.
• 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 a business-relevant associate 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.

Shift :

1st shift (United States of America)

Hours Per Week :