Relationship Banker -Escondido-Oceanside Market

Overview

Bank of America is committed to helping make financial lives better through the power of every connection, delivering Responsible Growth for clients, teammates, communities and shareholders.

We are dedicated to building a Great Place to Work culture—an inclusive workplace, attracting and developing talent, supporting teammates’ wellness, recognizing performance, and making a positive impact in the communities we serve. This role supports in-office operations with flexibility based on role-specific considerations.

• Engage clients in the lobby to educate and assist with transactions through self-service resources (mobile banking, online banking, or ATM).
• Process cash transactions accurately and efficiently as needed.
• Conduct in-depth conversations with clients to understand financial and life priorities and connect them to appropriate solutions.
• Manage financial center traffic, appointments, and outbound calls effectively.
• Drive the client experience and adhere to established processes, guidelines, and regulatory requirements.
• Build relationships with clients to meet financial needs and expand knowledge by partnering with experts in small business, lending, and investments.
• Adhere to risk culture and strive for operational excellence.

• Enthusiastic, motivated self-starter with a strong work ethic and focus on results, acting in the best interest of the client.
• Collaborates effectively to achieve results and build relationships.
• Passion and drive to deliver an experience that improves clients’ financial lives.
• Ability to identify solutions for new and existing clients based on their needs.
• Effective and confident communication; comfortable engaging all clients.
• Ability to learn and adapt to new information and technology platforms.
• Comfort educating clients on self-service banking transactions (ATM, online banking, mobile banking).
• Strong critical thinking and problem-solving skills to meet client needs.
• Follow established processes and guidelines to ensure compliance with laws and regulations.
• Effective time and capacity management; focused on results while acting in the client’s best interest.
• Flexibility to work weekends and/or extended hours as needed.

• Experience in financial services and knowledge of financial 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 (e.g., business management, business administration or finance).

• 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

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC/loan Originator

1st shift (United States of America)

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