Relationship Banker - Tracy area - Spanish Preferred
Company: Disability Solutions
Location: Tracy
Posted on: October 24, 2024
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Job Description:
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
requirementsRequired 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 PreferredSkills:--- 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
ManagementMinimum 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
detailsUS - CA - Tracy - 111 W 10th St - TRACY BC (CA2107)Pay and
benefits informationPay range$24.00 - $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.
Keywords: Disability Solutions, Modesto , Relationship Banker - Tracy area - Spanish Preferred, Other , Tracy, California
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