Relationship Banker - San Diego Coast

Bank of America Bank of America · Banking · Encinitas, CA +4

Relationship Banker role at Bank of America focused on client engagement, transaction processing, and connecting clients with financial solutions to meet their goals. Emphasizes building relationships, operational excellence, and adhering to risk and regulatory guidelines.

What you'd actually do

  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

Skills

Required

  • enthusiastic, highly motivated self-starter
  • strong work ethic
  • intense focus on results
  • acting in the best interest of the client
  • Collaborates effectively
  • building and nurturing strong relationships
  • Displays passion, commitment and drive
  • Confident in identifying solutions
  • Communicates effectively and confidently
  • comfortable engaging all clients
  • ability to learn and adapt to new information and technology platforms
  • Educating clients on how to conduct simple banking transactions through self-service technologies
  • Applies strong critical thinking and problem-solving skills
  • Efficiently manages time and capacity
  • Focuses on results
  • Can be flexible to work weekends and/or extended hours

Nice to have

  • Experience in financial services
  • knowledge of financial services industry, products and solutions
  • One year of demonstrated successful sales experience
  • Six months of cash handling experience
  • Bachelor's Degree or business-relevant Associate’s Degree

What the JD emphasized

  • adhering to all applicable laws and regulations