Relationship Banker - San Antonio NW

Bank of America; San Antonio (TX); Sur place; USD 32 000 - 42 000; Plein temps

Résumé du poste

Bank of America is seeking a front-line Client Specialist to engage clients in the lobby, educate on self-service options, and process cash transactions accurately. The role emphasizes understanding clients' financial goals and connecting them to appropriate solutions.

A strong emphasis is placed on relationship building, compliance, and delivering excellent client experiences. The position requires adaptable, result-driven individuals who can handle cash, work with a diverse client base, and

Qualifications

• Experience in financial services and knowledge of financial products and solutions.
• One year of sales experience in salary+incentive environment with individual sales goals.
• Six months of cash handling experience.
• Bachelor's degree or business-related associate degree such as business management, business administration, or finance.

Responsabilités

• Engages clients in lobby to educate and assist with transactions via self-service resources (mobile, online banking, ATM).
• Process cash transactions accurately and efficiently.
• Develops deep conversations to understand clients' financial goals and connect them to solutions.
• Builds relationships to meet clients' financial needs and grow center business.
• Manages center traffic, appointments, and outbound calls; drives client experience.

Connaissances

Adaptability

Business Acumen

Customer Focus

Oral Communications

Problem Solving

Account Management

Client Management

Relationship Building

Formation

Bachelor's degree or relevant business/finance degree

Description du poste

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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

**This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.**

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

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

• 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.

Desired Qualifications

BILINGUAL – Spanish HIGHLY DESIRED

• 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 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

Shift:

1st shift (United States of America)

Hours Per Week:

40