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Bank of America

Relationship Banker

Bank of America, San Rafael, California, United States, 94911

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Job Description We are guided by a common purpose to help make financial lives better through the power of every connection.

At Bank of America, we focus on Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

This role is part of an in‑office culture with specific requirements for office‑based attendance, yet the company allows an appropriate level of flexibility for teammates and businesses based on role‑specific considerations.

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

Enthusiastic, highly motivated self‑starter with a strong work ethic and intense focus on results.

Collaborates effectively to get things done, building and nurturing strong relationships.

Displays passion, commitment, and drive to deliver an experience that improves clients’ financial lives.

Confident in identifying solutions for new and existing clients based on their needs.

Communicates effectively and confidently, comfortable engaging all clients.

Adaptable to new information and technology platforms.

Confident in educating clients on simple banking transactions through self‑service technologies (ATM, online banking, mobile banking).

Applies strong critical thinking and problem‑solving skills to meet clients’ needs.

Follows established processes and guidelines 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.

Flexible to work weekends and/or extended hours as needed.

Desired Qualifications

Experience in financial services and knowledge of 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 a business‑relevant Associate’s Degree (business management, business administration, or finance).

Spanish language proficiency preferred.

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

Other Details

Shift: 1st shift (United States of America)

Hours per week: 40

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