Relationship Banker - Cohasset Financial Center
About The Position
At Bank of America, this role supports the company’s purpose of helping make financial lives better through client connections and Responsible Growth. The position engages clients in the financial center lobby, educates and assists them with transactions through self-service resources such as mobile banking, online banking, and ATMs, and processes cash transactions accurately and efficiently as needed. It also involves having in-depth conversations to understand clients’ financial and life priorities and connecting them with solutions that support their financial goals. Bank of America describes its workplace as inclusive and supportive of teammate development and wellness. The company maintains an in-office culture intended to support collaboration, engagement, and career development, with flexibility based on role responsibilities and business needs. This role is based at the Cohasset Financial Center and is a 40-hour-per-week, first-shift position. Weekend and/or extended hours may be required, and scheduling may include another financial center within a reasonable distance.
Requirements
- High school diploma, GED, secondary school, or equivalent.
- Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results while 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.
- Ability to educate clients on conducting simple 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.
- Ability to work weekends and/or extended hours; scheduling may include any financial center within a reasonable distance.
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 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 the best interests of clients and the bank and complying with applicable laws and regulations.
- Build 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 and assist them with self-service transactions, and process cash transactions as needed.
- Understand clients’ financial and life priorities and connect them to solutions that support their financial goals.
Benefits
- Benefits eligibility
- Paid time off
- Resources and support for employees’ well-being and development
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
