Relationship Banker - Mass Southeast Market
About The Position
At Bank of America, the Relationship Banker engages clients in the financial center lobby, educating and assisting them with transactions through self-service resources such as mobile banking, online banking, and ATMs. The role accurately and efficiently processes cash transactions as needed and holds in-depth conversations to understand clients’ financial and life priorities, then connects them with solutions that support their financial goals. The position helps drive the client experience and operational excellence while following established processes, laws, and regulations. The banker manages financial center traffic, appointments, and outbound calls, and partners with specialists in small business, lending, and investments to build business knowledge and connect clients to expertise. This is an in-office role with a 1st-shift schedule and 40 hours per week.
Requirements
- Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results, acting in the client’s best interest.
- Collaborates effectively and builds and nurtures strong relationships.
- Demonstrates passion, commitment, and drive to improve clients’ financial lives.
- Confidently identifies solutions for new and existing clients based on their needs.
- Communicates effectively and confidently and is comfortable engaging all clients.
- Able to learn and adapt to new information and technology platforms.
- Confident educating clients on simple banking transactions using self-service technologies such as ATMs, online banking, and mobile banking.
- Strong critical-thinking and problem-solving skills to meet clients’ needs.
- Follows established processes and guidelines, complies with applicable laws and regulations, and acts in clients’ and the bank’s best interests.
- Efficiently manages time and capacity.
- Must be able to work weekends and/or extended hours, potentially at any financial center within a reasonable distance.
- Minimum education requirement: High School Diploma, GED, Secondary School, or equivalent.
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
- Engage clients in the lobby and educate and assist them with conducting transactions using self-service resources.
- Accurately and efficiently process cash transactions for clients as needed.
- Hold in-depth conversations to understand clients’ financial and life priorities and connect them to solutions that meet their 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, acting in clients’ and the bank’s best interests and adhering to applicable laws and regulations.
- Partner with experts in small business, lending, and investments to grow business knowledge and network.
- Manage financial center traffic, appointments, and outbound calls effectively.
- Drive the client experience and manage cash responsibilities.
Benefits
- Benefits-eligible role.
- Access to paid time off.
- Resources and support for employees.
- Affordable, competitive, and flexible benefits supporting physical, emotional, and financial wellness.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
