Relationship Banker - North Essex Market

Bank of America•Methuen, MA

1d•Onsite

About The Position

At Bank of America, the Relationship Banker supports the company’s purpose of helping make financial lives better through client connections and Responsible Growth. The role is based in a financial center and engages clients in the lobby, educating and assisting them with transactions using self-service resources such as mobile banking, online banking, and ATMs. It also processes cash transactions accurately and efficiently as needed. The Relationship Banker has in-depth conversations with clients to understand their financial and life priorities and connects them with solutions that support their goals. The role builds client relationships, contributes to the client experience, manages financial center traffic and appointments, and partners with experts in small business, lending, and investments. The position is in-office and may require working at any financial center location within a reasonable distance.

Requirements

High school diploma, GED, secondary school qualification, or equivalent.
Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the client’s best interest.
Collaborates effectively, building and nurturing strong relationships.
Demonstrates passion, commitment, and drive to deliver an experience that improves clients’ financial lives.
Confidently identifies solutions for new and existing clients based on their needs.
Communicates effectively and confidently and is comfortable engaging with all clients.
Able to learn and adapt to new information and technology platforms.
Confident educating clients on conducting simple banking transactions using self-service technologies such as ATMs, online banking, and mobile banking.
Applies strong critical-thinking and problem-solving skills to meet clients’ needs.
Follows established processes and guidelines, adheres to applicable laws and regulations, and acts in the best interests of clients and the bank.
Efficiently manages time and capacity.
Focuses on results while acting in the client’s best interest.
Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance.

Nice To Haves

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

Responsibilities

Engage clients in the lobby and educate and assist them with transactions using self-service resources, including mobile banking, online banking, and ATMs.
Accurately and efficiently process cash transactions for clients as needed.
Have in-depth conversations with clients to understand their financial and life priorities and connect them to solutions that meet their financial goals.
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, doing what is right for clients and the bank and adhering to applicable laws and regulations.
Build business knowledge and a professional network by partnering with experts in small business, lending, and investments.
Effectively manage financial center traffic, appointments, and outbound calls.
Drive the client experience.
Manage cash responsibilities.