Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
*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.**
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
Job Description:
This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client care. Job expectations include proactively connecting with clients through outbound calls and conducting consistent follow-up routines.
Responsibilities:
• Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities
• Assists, educates, and trains clients on conducting simple transactions through self-service technologies
• Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy
• Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping
• Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements
Required Qualifications:
• Has a minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment. In lieu of this requirement, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I), or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months.
• 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 helping new and existing clients based on their needs.
• Has strong written and verbal communications skills.
• Is able to communicate effectively and confidently, and is comfortable engaging all clients (in-person and by phone).
• Has the ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances.
• Applies strong critical thinking and problem-solving skills to meet clients’ needs.
• Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously.
• Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role (exact timeframe varies by location due to differing state laws).
• Can be flexible to work weekends and/or extended hours as needed.
Desired Qualifications:
• An Associate’s Degree or Bachelor’s Degree in business, finance, or a related field.
• Experience working in a financial center where goals were met or exceeded.
• Retail and/or sales experience in a salary plus incentive environment.
• Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded.
• Experience with financial information, spreadsheets and financial skills.
• Knowledge of banking products and services.
• Strong computer skills including Microsoft applications and previous experience utilizing laptop technology
• Spanish Preferred
Skills:
• Active Listening
• 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
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC
Shift:
1st shift (United States of America)Hours Per Week:
40Pay Transparency details
US - CA - Tracy - 111 W 10th St - TRACY BC (CA2107)Pay and benefits informationPay range$23.00 - $25.96 hourly pay, offers to be determined based on experience, education and skill set.Predictable payThis role is compensated with a base salary and is not incentive eligible.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.Learn more about this role
[Music in background throughout]
[Bankers working with clients in-person and on video chat.]
As a Relationship Banker at Bank of America, my job is to develop lasting relationships with the clients I serve. It’s important to me to provide personalized client care while helping people navigate complex financial decisions.
Right from the beginning of my career with Bank of America, I was set up for success.
On screen copy:
Trained by the award-winning Academy at Bank of America
The onboarding and training I received through Bank of America’s award-winning Academy offered personalized support, dedicated training time, and coaching that helped me prepare for the job.
Not only am I able to handle all types of transactions, I also help clients figure out what matters most to them so I can provide solutions and guidance to meet their financial needs. I am always learning and it is critical that I maintain my credibility by keeping up to date with our products, services, tools and resources.
[Bank employees in a meeting listening to a manager presentation.]
I meet with clients regularly, either in-person or virtually, to fulfill their account maintenance needs. I help them adapt to new digital solutions, like using the various capabilities of our Mobile Banking App, and can assist with any transactions needed in the Financial Center. Staying up-to-date on the latest digital tools, and educating my clients, is key to my success.
[Bank employees speaking with and listening to clients.]
I have to be efficient and know how to leverage the expertise of my teammates. Some days are more challenging than others. Between helping clients adopt new technologies, attending team meetings, and nurturing client relationships, I stay pretty busy.
Sometimes I work weekends or extended hours, but my role gives me the opportunity to learn the basics of banking and client management. There are many opportunities for growth and career progression, whether I’m looking to advance to a leadership position or specialize in lending, small business, or investments.
There are so many great benefits, including paid time off, competitive pay and healthcare, childcare reimbursement, and even tuition reimbursement.
On screen copy:
Competitive benefits
- 401(K)
- Medical, Dental & Vision
- 16 Weeks Paternity/Maternity
- Employee Discount Program
- Childcare Reimbursement
And I’m grateful to work for a company that promotes inclusion and understanding.
I know Bank of America is invested in helping me reach my full potential, so I can help my clients reach theirs. We all have goals. Pursue yours at Bank of America.
On screen copy:
Bank of America® logo
On screen disclosures:
Bank of America and its affiliates recruit and hire qualified candidates without regard to race, religion, color, sexual orientation, gender, gender identity, age, national origin, ancestry, citizenship, protected veteran or disability, or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concepts of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. We also prohibit discrimination on other bases such as ancestry, medical condition, or marital status under applicable laws. Candidates must possess authorization to work in the United States, as it is not the practice of Bank of America to sponsor individuals for work visas.
© 2023 Bank of America Corporation. All rights reserved.
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MAP-6094161 Exp-05/14/25