Talent.com
Relationship Banker - Peninsula North

Relationship Banker - Peninsula North

Bank of AmericaBelmont, CA, US
30+ days ago
Job type
  • Full-time
Job description

Bank Of America Financial Center Representative

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

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

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

This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.

Responsibilities :

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

Required Qualifications :

  • Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
  • Collaborates effectively to get things done, building and nurturing strong relationships.
  • Displays passion, commitment, and drive to deliver an experience that improves our clients' financial lives.
  • Is confident in identifying solutions for new and existing clients based on their needs.
  • Communicates effectively and confidently, and is comfortable engaging all clients.
  • Has the ability to learn and adapt to new information and technology platforms.
  • Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).
  • Applies strong critical thinking and problem-solving skills to meet clients' needs.
  • Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
  • Efficiently manages time and capacity.
  • Focuses on results, while acting in the best interest of the client.
  • Can be flexible to work weekends and / or extended hours as needed.
  • Desired Qualifications :

  • 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
  • Skills :

  • 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
  • Minimum Education Requirement :

    High School Diploma / GED / Secondary School or equivalent

    Shift : 1st shift (United States of America) Hours Per Week : 40

    Pay range $24.00 - $26.27 hourly pay, offers to be determined based on experience, education, and skill set.

    Create a job alert for this search

    Relationship Banker • Belmont, CA, US

    Related jobs
    • Promoted
    Credit Analyst

    Credit Analyst

    Allspring Global InvestmentsWalnut Creek, CA, United States
    Full-time
    Work where your ideas have impact.Allspring Global Investments is a leading independent asset management firm that offers a broad range of investment products and solutions designed to help meet cl...Show moreLast updated: 30+ days ago
    • Promoted
    Non-Conforming Loan Underwriter

    Non-Conforming Loan Underwriter

    VirtualVocationsFremont, California, United States
    Full-time
    A company is looking for a Non-Conforming Loan Underwriter.Key Responsibilities Analyze loan files for compliance with company and investor guidelines Communicate loan decisions to relevant part...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Valuation Specialist

    Valuation Specialist

    VirtualVocationsConcord, California, United States
    Full-time
    A company is looking for a Valuation Specialist to appraise items in the Computers and Electronics category for insurance purposes. Key Responsibilities Appraise Computers, Electronics, Appliances...Show moreLast updated: 2 hours ago
    • Promoted
    Branch Relationship Banker - Fremont, CA

    Branch Relationship Banker - Fremont, CA

    BankTalent HQFremont, CA, United States
    Full-time
    Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our c...Show moreLast updated: 30+ days ago
    • Promoted
    Investor Support Specialist

    Investor Support Specialist

    VirtualVocationsConcord, California, United States
    Full-time
    A company is looking for an Investor Support Specialist to provide front-line support to investors and assist with back-office processes related to Transfer Agent and Fund Operations.Key Responsibi...Show moreLast updated: 1 day ago
    • Promoted
    Accounts Receivable Representative II

    Accounts Receivable Representative II

    VirtualVocationsHayward, California, United States
    Full-time
    A company is looking for an Accounts Receivable Representative 2 specializing in hospital billing and follow-up.Key Responsibilities Handle escalated account and payer disputes, including complex...Show moreLast updated: 1 day ago
    • Promoted
    Senior Mortgage Underwriter

    Senior Mortgage Underwriter

    VirtualVocationsConcord, California, United States
    Full-time
    A company is looking for a Senior Mortgage Loan Underwriter.Key Responsibilities Evaluate loan applications and verify applicant information for eligibility Ensure compliance with mortgage produ...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Connecticut Licensed Mortgage Originator

    Connecticut Licensed Mortgage Originator

    VirtualVocationsConcord, California, United States
    Full-time
    A company is looking for a Residential Mortgage Loan Originator.Key Responsibilities Solicit and originate residential mortgage loans through an established book of business and COI network Main...Show moreLast updated: 2 hours ago
    • Promoted
    • New!
    Account Executive - Access Control

    Account Executive - Access Control

    VirtualVocationsFremont, California, United States
    Full-time
    A company is looking for an Account Executive - Access Control Solutions in the Central Time Zone, US.Key Responsibilities Conduct sales activities, including calls, video conferences, and managi...Show moreLast updated: 10 hours ago
    • Promoted
    Connecticut Licensed Loan Officer

    Connecticut Licensed Loan Officer

    VirtualVocationsSanta Clara, California, United States
    Full-time
    A company is looking for a Loan Advisor - Loan Officer for Real Estate Investors.Key Responsibilities Serve as a trusted advisor to real estate investors, guiding them through loan programs Mana...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Debt Advisor

    Debt Advisor

    VirtualVocationsFremont, California, United States
    Full-time
    A company is looking for a Sales - Debt Advisor.Key Responsibilities Manage the full cycle of sales for inbound and outbound calls, including scheduling follow-ups and closing deals Educate pote...Show moreLast updated: 12 hours ago
    • Promoted
    Investment Accountant

    Investment Accountant

    VirtualVocationsConcord, California, United States
    Full-time
    A company is looking for an Investment Accountant responsible for managing the accounting, reporting, and analysis of the investment portfolio. Key Responsibilities Prepare and review statutory an...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Investor Services Consultant

    Investor Services Consultant

    VirtualVocationsConcord, California, United States
    Full-time
    A company is looking for an Investor Services Consultant.Key Responsibilities Coordinate investor onboarding processes and maintain accurate records in client systems Manage ongoing account acti...Show moreLast updated: 2 hours ago
    • Promoted
    Property Underwriter

    Property Underwriter

    VirtualVocationsConcord, California, United States
    Full-time
    A company is looking for an Underwriter II to join their E&S Property team.Key Responsibilities Develop and maintain an E&S Property portfolio by executing the department's business plan Analyze...Show moreLast updated: 1 day ago
    • Promoted
    • New!
    Senior Underwriter - Texas Licensed

    Senior Underwriter - Texas Licensed

    VirtualVocationsConcord, California, United States
    Full-time
    A company is looking for a Senior Servicing Underwriter to manage the underwriting of various loan types according to established guidelines. Key Responsibilities Review mortgage applications and ...Show moreLast updated: 8 hours ago
    • Promoted
    Sales Trader

    Sales Trader

    VirtualVocationsHayward, California, United States
    Full-time
    A company is looking for a Sales Trader with a strong background in cryptocurrency markets.Key Responsibilities Execute client orders in spot and derivatives crypto markets with precision and eff...Show moreLast updated: 1 day ago
    • Promoted
    • New!
    Kansas Licensed Financial Advisor

    Kansas Licensed Financial Advisor

    VirtualVocationsHayward, California, United States
    Full-time
    A company is looking for a Financial Advisor.Key Responsibilities Network to discover and attract new talent for team growth Coach and develop new Financial Professionals through training and ex...Show moreLast updated: 8 hours ago
    • Promoted
    South Carolina Licensed Loan Officer

    South Carolina Licensed Loan Officer

    VirtualVocationsFremont, California, United States
    Full-time
    A company is looking for a Reverse Mortgage Inside Sales Loan Officer.Key Responsibilities Analyze customers' financial situations to provide tailored financial solutions Build rapport with pote...Show moreLast updated: 2 days ago
    • Promoted
    New Jersey Licensed Loan Processor

    New Jersey Licensed Loan Processor

    VirtualVocationsConcord, California, United States
    Full-time
    A company is looking for a Loan Processor to manage loan documentation and customer communication.Key Responsibilities : Review and analyze borrower's credit, employment, financial information, an...Show moreLast updated: 30+ days ago
    • Promoted
    Account Closure Specialist

    Account Closure Specialist

    VirtualVocationsHayward, California, United States
    Full-time
    A company is looking for a Specialist I, Closures.Key Responsibilities Ensure timely return of inventory to clients using appropriate codes Review account history for accuracy and calculate nece...Show moreLast updated: 1 day ago