Relationship Banker - Greater Worcester Area

Bank of America•Worcester, MA

4d•Onsite

About The Position

At Bank of America, the Relationship Banker helps make clients’ financial lives better by engaging with them in the financial center, understanding their financial and life priorities, and connecting them to solutions that support their goals. The role includes educating clients and assisting them with transactions using self-service resources such as mobile banking, online banking, and ATMs, as well as accurately processing cash transactions when needed. The position is based at financial centers in the Greater Worcester Area and is scheduled for 40 hours per week on the first shift. The role is compensated with a base salary and is not incentive eligible.

Requirements

High school diploma, GED, secondary school qualification, or equivalent.
Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results and client interests.
Ability to collaborate effectively and build and nurture strong relationships.
Passion, commitment, and drive to deliver an experience that improves 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.
Ability to educate clients on simple banking transactions through self-service technologies, including ATMs, online banking, and mobile banking.
Strong critical-thinking and problem-solving skills.
Ability to follow established processes and guidelines and comply with applicable laws and regulations.
Ability to manage time and capacity efficiently.
Flexibility to work weekends and/or extended hours as needed.

Nice To Haves

Experience in financial services and knowledge of the 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’s 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, doing what is right for clients and the bank and adhering to applicable laws and regulations.
Grow business knowledge and networks 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.
Engage clients in the lobby, educate them about and assist them with self-service transactions, and process cash transactions as needed.
Have in-depth conversations with clients to understand their financial and life priorities and connect them with appropriate solutions.