Bank of America Monmouth/SE Shorepoints - Relationship Banker - Red Bank Financial Center - Red Bank, NJ - Bilingual Spanish Preferred in Red Bank, New Jersey

Monmouth/SE Shorepoints - Relationship Banker - Red Bank Financial Center - Red Bank, NJ - Bilingual Spanish Preferred

Description

Located in a financial center, Relationship Bankers will focus the majority of their time helping customers by deepening relationships through referrals and platform service to sales activities as well as self-service and transactional activities where needed. Responsibilities include, but are not limited to the following Engage customers in the lobby to assist, educate and train customers on how to conduct simple transactions through Self Service technologies Where self-service isnt available, conduct over the counter transactions for service needs (e.g cashiers checks, safe deposit entry, etc.) 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 Identify and route preferred and small business client needs to the Relationship Manager and or FSA as appropriate for all sales, service and specialized needs 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 (e.g consumer banking, small business, mortgage and investment needs) Leverage available resources and technologies (tablets, bank by appointment, etc.) 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

Qualifications

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

  • Bachelor’s degree or business relevant associate degree (examples: business management, business administration, finance)

  • Financial/Banking center experience

Job: RS-Banking Center Sales

Primary Location: US-NJ-Red Bank

Work Locations: NJ7358 170 BROAD ST Red Bank 07701

Organization: 603899-RETAIL BANKING

Travel: No

Job Posting Date: Nov 29, 2016

Unposting Date: Ongoing

Full/Part-time: Fulltime

Hours Per Week: 40.00

Shift: 1st Shift

Req ID: 16057075