Relationship Banker - Santa Rosa Area

Bank of America Bank of America · Banking · Santa Rosa, CA +5

This role is for a Relationship Banker at Bank of America, focusing on client engagement, transaction processing, and identifying financial solutions. It emphasizes building client relationships and adhering to risk and regulatory guidelines within a financial services environment.

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

  • 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

Nice to have

  • 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’s Degree such as business management, business administration or finance​
  • Language Spanish preferred

What the JD emphasized

  • adhering to all applicable laws and regulations