Bank of America Relationship Banker- Bilingual Spanish Preferred-Downtown LA Market in Los Angeles, California
Located in a financial center, Relationship Bankers will focus the majority of their time helping customers by deepening relationships through referrals and platform service to sales activities as well as self-service and transactional activities where needed. Responsibilities include, but are not limited to the following Engage customers in the lobby to assist, educate and train customers on how to conduct simple transactions through Self Service technologies Where self-service isnt available, conduct over the counter transactions for service needs (e.g cashiers checks, safe deposit entry, etc.) Work with retail customers to build and deepen relationships by uncovering financial needs and recommending the best products, services and solutions to meet those needs Identify and route preferred and small business client needs to the Relationship Manager and or FSA as appropriate for all sales, service and specialized needs Ensure the customers needs are met by partnering with specialists and business partners to understand what they offer to customers and the most effective way to generate business referrals (e.g consumer banking, small business, mortgage and investment needs) Leverage available resources and technologies (tablets, bank by appointment, etc.) to optimize the customer experience and serve our customers with operational excellence and accuracy Proactively manage risk in every business, product, and service transaction leveraging available tools
Skilled at and/or aptitude for assessing customer/client needs, providing applicable solutions/recommendations, and building customer relationships based on mutual trust to optimize sales opportunities to new and existing customers/clients
Ability to build solid relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration in a virtual or face-to-face environment
Thrive on engaging with customers; can begin a conversation, handle objections, demonstrate patience to teach and so forth
Actively use and leverage current technologies to better understand the technology solutions available to improve our customers financial lives
Ability to learn and understand technology to assist customers with self-service needs
Apply strong critical thinking and problem-solving skills to meet customers needs
Available to work weekends and/or extended hours as required to run the business
Demonstrate initiative, a commitment to continuous learning, and the ability to adapt to changing demands and requirements
Displays passion, commitment and drive to deliver an experience that improves our customers financial lives
Ability to understand and implement process and/or regulatory requirements during all interactions with customers (examples: Anti-Money Laundering, appropriate disclosures.)
Excellent oral and written communication skills with strong influencing skills
Pass relationship banker pre-employment assessment
Bilingual (fluent verbal and written) skills where applicable
Ability to engage customers for long periods of time
All relationship bankers must be certified in the requirements of the role. The certification process will be designed to validate associates proficiency, meaning their ability to perform the critical job tasks and demonstrate the key how behaviors.
One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
Six months of cash handling experience
Bachelors degree or business relevant associate degree (examples: business management, business administration, finance)
Financial/Banking center experience
Posting Date : 12/21/2016
Location : US-CA-Los Angeles, US-CA-Los Angeles, US-CA-Los Angeles, US-CA-Los Angeles, US-CA-Los Angeles, US-CA-Los Angeles, US-CA-Los Angeles, US-CA-Los Angeles, US-CA-Los Angeles, US-CA-Los Angeles
Travel : No
Full / Part-time : Full time
Hours Per Week : 40
Shift : 1st shift
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