Relationship Banker - Newton Upper Falls Financial Center

Bank of America•Newton, MA

20d•Onsite

About The Position

The Relationship Banker engages clients in the lobby, educates and assists them with transactions using self-service resources such as mobile and online banking and ATMs, and accurately processes cash transactions as needed. The role involves having in-depth conversations to understand clients’ financial and life priorities and connecting them with solutions aligned to their goals. The position supports an in-office culture and is based at the Newton Upper Falls Financial Center.

Requirements

High school diploma, GED, secondary school education, or equivalent.
Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results, acting in the client’s best interest.
Ability to collaborate effectively and build and nurture strong relationships.
Passion, commitment, and drive to improve clients’ financial lives.
Confidence identifying solutions for new and existing clients based on their needs.
Effective and confident communication skills and comfort engaging with all clients.
Ability to learn and adapt to new information and technology platforms.
Confidence educating clients on simple banking transactions using self-service technologies.
Strong critical-thinking and problem-solving skills.
Ability to efficiently manage time and capacity while focusing on results and acting in the client’s best interest.
Availability to work weekends and/or extended hours, potentially at any financial center within a reasonable distance.

Nice To Haves

Experience in financial services and knowledge of the 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 degree, such as business management, business administration, or finance.

Responsibilities

Execute the bank’s risk culture and strive for operational excellence.
Build relationships with clients to meet their financial needs.
Follow established processes and guidelines, acting in clients’ and the bank’s best interests and complying with applicable laws and regulations.
Build business knowledge and a professional network by partnering with experts in small business, lending, and investments.
Manage financial center traffic, appointments, and outbound calls effectively.
Drive the client experience.
Manage cash responsibilities.
Educate and assist clients with transactions through self-service resources, including ATMs, online banking, and mobile banking.
Understand clients’ financial and life priorities and connect them to appropriate financial solutions.