Relationship Banker - San Rafael

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We drive Responsible Growth and deliver for our clients, teammates, communities and shareholders every day.

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

• Executes the bank's risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows established processes and guidelines 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.

• Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results.
• Collaborates effectively, building and nurturing strong relationships.
• Passion, commitment and drive to deliver an experience that improves clients' financial lives.
• Confident in identifying solutions for new and existing clients based on their needs.
• Communicates effectively and confidently, comfortable engaging
• Ability to learn and adapt to new information and technology platforms.
• Confident in educating clients on simple banking transactions through self‑service technologies (ATM, online banking, mobile banking).
• Strong critical thinking and problem‑solving skills.
• Adheres and guidelines, ensuring compliance with all laws and regulations.
• Efficiently manages time and capacity.
• Focuses on results while acting in client’s best interest.
• Flexible to work weekends and/or extended hours as needed.

• Experience in financial services and knowledge of 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.

• 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

High School Diploma / GED / Secondary School or equivalent

1st shift (United States of America)

40

San Rafael, CA

Bank of America is committed to an in‑office culture with specific requirements for office‑based attendance.

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