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Relationship Banker -Greenbrae area

Bank of America

Greenbrae

On-site

Full time

30+ days ago

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Job summary

An established industry player is seeking a Relationship Banker to enhance client experiences in the Greenbrae area. This role involves engaging clients in the lobby, educating them on self-service banking options, and processing transactions. The ideal candidate will be a motivated self-starter with a passion for helping clients achieve their financial goals. You'll have the opportunity to build strong relationships, manage cash responsibilities, and drive the client experience. Join a team that values collaboration and commitment to making financial lives better while enjoying industry-leading benefits and opportunities for growth.

Benefits

Paid Time Off
Industry-leading Benefits
Support Resources

Qualifications

  • Enthusiastic self-starter with strong work ethic focused on client needs.
  • Ability to educate clients on self-service banking technologies.

Responsibilities

  • Engage clients to assist with transactions and educate on banking services.
  • Build relationships to meet clients' financial needs.

Skills

Customer Engagement
Sales Experience
Cash Handling
Critical Thinking
Problem-Solving
Effective Communication
Time Management

Education

High School Diploma / GED
Bachelor's Degree or Associate’s Degree in Business

Tools

Online Banking
Mobile Banking
ATM

Job description

Relationship Banker - Greenbrae Area

Apply locations Greenbrae time type Full time posted on Posted 3 Days Ago job requisition id 25005014

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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day.

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 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:

  1. 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.
  2. Collaborates effectively to get things done, building and nurturing strong relationships.
  3. Displays passion, commitment, and drive to deliver an experience that improves our clients’ financial lives.
  4. Is confident in identifying solutions for new and existing clients based on their needs.
  5. Communicates effectively and confidently, and is comfortable engaging all clients.
  6. Has the ability to learn and adapt to new information and technology platforms.
  7. Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).
  8. Applies strong critical thinking and problem-solving skills to meet clients’ needs.
  9. 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.
  10. Efficiently manages time and capacity.
  11. Focuses on results while acting in the best interest of the client.
  12. Can be flexible to work weekends and/or extended hours as needed.

Desired Qualifications:

  1. Experience in financial services and knowledge of financial services industry, products, and solutions.
  2. One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
  3. Six months of cash handling experience.
  4. Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration, or finance.

Minimum Education Requirement:

High School Diploma / GED / Secondary School or equivalent.

Shift:

1st shift (United States of America)

Hours Per Week:

40

Pay Transparency details:

Pay range $24.00 - $25.96 hourly pay, offers to be determined based on experience, education, and skill set.

Benefits:

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources, and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

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