Relationship Banker, Spanish Language Preferred

Bank of America; Aurora (CO); On-site; USD 38,000 - 48,000; Full time

Job summary

Jobtailor in Aurora, CO is seeking a client-focused banking professional to educate clients on self-service banking, process cash transactions, and build relationships to meet financial needs.

The role emphasizes problem-solving, adherence to regulatory guidelines, and delivering an exceptional client experience in a fast-paced financial center.

Qualifications

• Self-starter with a strong work ethic and results orientation.
• Ability to collaborate and build relationships with clients.
• Passion and drive to improve clients’ financial lives.
• Confidence identifying client-based solutions.
• Effective communication and ability to engage all clients.

Responsibilities

• Educate and assist clients with transactions via mobile banking, online banking, and ATM self-service.
• Accurately process cash transactions.
• Build relationships to meet clients’ financial needs.
• Connect clients with appropriate financial solutions.
• Drive the client experience and adhere to laws and regulations.

Skills

Client Engagement

Cash Handling

Financial Services Knowledge

Sales Experience

Spanish Language Proficiency

Education

High School Diploma / GED

Bachelor’s Degree or Associate’s Degree preferred

Job description

• Engage clients in the lobby to educate and assist with transactions through mobile banking, online banking, and ATM self-service resources
• Accurately and efficiently process cash transactions
• Conduct deep conversations to understand clients’ financial and life priorities
• Connect clients with solutions that meet their financial goals
• Execute the bank’s risk culture and strive for operational excellence
• Build relationships with clients to meet financial needs
• Follow established processes and guidelines while adhering to applicable laws and regulations
• Grow business knowledge and network by partnering with small business, lending, and investment experts
• Manage financial center traffic, appointments, and outbound calls
• Drive the client experience
• Manage cash responsibilities

Requirements

• Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results
• Effective collaboration and relationship-building abilities
• Passion, commitment, and drive to improve clients’ financial lives
• Confidence identifying solutions based on client needs
• Effective and confident communication; comfortable engaging all clients
• Ability to learn and adapt to new information and technology platforms
• Ability to educate clients on ATM, online banking, and mobile banking self-service transactions
• Strong critical thinking and problem-solving skills
• Ability to follow established processes, guidelines, laws, and regulations
• Efficient time and capacity management
• Must be able to work weekends and/or extended hours
• May be scheduled at any financial center location within a reasonable distance
• Experience in financial services and knowledge of financial services products and solutions preferred
• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals preferred
• Six months of cash handling experience preferred
• Minimum education requirement: High School Diploma / GED / Secondary School or equivalent
• Spanish language preferred
• Bachelor’s Degree or business-relevant Associate’s Degree preferred

Core Competencies

Demonstrates strong client engagement and relationship-building skills while effectively educating clients on financial services and self-service banking solutions. Possesses critical thinking and problem-solving abilities to identify and connect clients with appropriate financial solutions.

Highest-signal resume keywords

• Client Engagement
• Cash Handling Experience
• Financial Services Knowledge
• Sales Experience
• Spanish Language Proficiency

Hard Skills

• Cash Transactions Processing
• Mobile Banking Education
• Online Banking Education
• ATM Self-Service Education
• Financial Services Products Knowledge

Soft Skills

• Effective Communication
• Relationship Building
• Critical Thinking
• Problem Solving
• Time Management

Industry Keywords

• Financial Center Operations
• Risk Culture
• Operational Excellence
• Sales Goals
• Client Experience