1+ months

Relationship Banker - Malibu Financial Center - Malibu, CA

Malibu, CA 90264
  • Jobs Rated
    118th
Relationship Banker - Malibu Financial Center - Malibu, CA



Malibu, California



**Job Description:**



Relationship bankers (RBs) are located in the financial center and are responsible for assisting and educating customers on self-service banking options (for example, mobile, online, ATM) and building and deepening customer relationships. RBs are also trained in cash transactions and may be asked to process these transactions both accurately and efficiently when needed.

**Primary Responsibilities:**

Engage customers in the lobby to assist, educate and train customers on how to conduct simple transactions through self-service technologies

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

Open deposit accounts and sell banking products (examples: credit cards, CDs, IRAs, loans)

Quote rates, terms and programs for loan customer requests

Respond to customer inquiries and concerns, creating customized solutions

Recognize and refer cross-sell opportunities

Refer opportunities to appropriate specialist

Ensure customers/clients are connected to the appropriate teammate to help them achieve their financial goals; make sure all sales, service and specialized needs are met; and help drive overall revenue growth

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 (examples: customers banking, small business, mortgage and investment needs)

During times of high customer traffic, process transactions accurately and efficiently to build customer confidence and trust, based on established policies and procedures

Leverage available resources and technologies (such as tablets and bank by appointment) 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



**Required skills:**

- 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.

**Desired skills:**

- 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



**Shift:**



1st shift (United States of America)



**Hours Per Week:**



40



Full time



JR-19027814



Manages People: No



Travel: No



Talent Acquisition Contact:



Referral Bonus:











Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. 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.





To view the "EEO is the Law" poster, CLICK HERE at https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf .


To view the "EEO is the Law" Supplement, CLICK HERE at https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf .











Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (Policy) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.





To view Bank of Americas Drug-free workplace and alcohol policy, CLICK HERE .

Industry

  • Banking / Finance

Jobs Rated Reports for Bank Teller

Posted: 2019-06-13 Expires: 2019-12-26

Success begins with building relationships.

At Bank of America, our customers are at the center of everything we do. Our focus is on helping each one find the right financial solutions. With a wide range of career opportunities available, we invite you to realize your career goals with us while assisting customers with what matters most to them.

Welcome to Careers at Bank of America.


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Relationship Banker - Malibu Financial Center - Malibu, CA

Bank of America
Malibu, CA 90264

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