Bank of America

Relationship Banker, Paso Robles Financial Center

Bank of America

Paso Robles, CA 93446, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

At Bank of America, we are dedicated to providing exceptional financial services to our customers. We are currently seeking a Relationship Banker for our Paso Robles Financial Center who will play a crucial role in building lasting relationships with our clients and helping them achieve their financial goals. The ideal candidate will have a passion for delivering excellent customer service and a strong understanding of financial products and services. If you are a driven and personable individual with a background in banking, we encourage you to apply for this exciting opportunity.

  1. Build and maintain strong relationships with clients by providing exceptional customer service.
  2. Assist clients in achieving their financial goals by offering personalized financial solutions.
  3. Utilize knowledge of financial products and services to educate and advise clients on the best options for their needs.
  4. Meet and exceed sales goals by actively promoting and cross-selling bank products and services.
  5. Conduct financial transactions accurately and efficiently, while adhering to bank policies and procedures.
  6. Stay updated on industry trends and changes in banking regulations to ensure compliance.
  7. Proactively identify and address any potential customer issues or concerns.
  8. Collaborate with team members to ensure a positive and cohesive work environment.
  9. Continuously develop and maintain a strong knowledge of the bank's products and services, as well as competitor offerings.
  10. Maintain a neat and organized work area, and ensure all client information is kept confidential.
  11. Participate in training and development programs to enhance skills and knowledge.
  12. Represent the bank in a professional and positive manner at all times.
  13. Adhere to all bank policies, procedures, and security standards.
  14. Proactively identify opportunities for process improvement and contribute to the overall success of the branch.
  15. Assist with other duties and responsibilities as assigned by management.
Where is this job?
This job is located at Paso Robles, CA 93446, USA
Job Qualifications
  • Bachelor's Degree In Business, Finance, Or Related Field.

  • Excellent Communication And Interpersonal Skills, With The Ability To Build And Maintain Relationships With Clients.

  • Minimum Of 2-3 Years Of Experience In Banking Or Financial Services, Preferably In A Sales Or Customer Service Role.

  • Strong Knowledge Of Financial Products And Services, Including Banking, Lending, And Investment Options.

  • Proven Track Record Of Meeting And Exceeding Sales Goals, With A Customer-Centric Approach.

Required Skills
  • Financial Analysis

  • Communication Skills

  • Networking

  • Time Management

  • Product knowledge

  • Problem Solving

  • customer service

  • Relationship Building

  • Teamwork

  • Goal Setting

  • Cross-Selling

  • Sales Techniques

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • Teamwork

  • Active Listening

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Relationship Banker, Paso Robles Financial Center in Paso Robles, CA 93446, USA is between $60,000 and $80,000 per year. This can vary depending on factors such as experience, qualifications, and performance.

Additional Information
Bank of America is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedMarch 26th, 2025
Apply BeforeMay 22nd, 2025
This job posting is from a verified source. 

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About Bank of America

Bank of America Corp. is a bank and financial holding company, which engages in the provision of banking and nonbank financial services. It operates through the following segments: Consumer Banking, Global Wealth and Investment Management, Global Banking, Global Markets, and Legacy Assets and Servicing. The Consumer Banking segment offers credit, banking, and investment products and services to consumers and small businesses.

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