Relationship Banker – Middlesex, MA

Bank of America•Wilmington, DE

1d•$25 - $27•Onsite

About The Position

At Bank of America, the Relationship Banker engages clients in the financial center lobby, educates and assists them with transactions using self-service resources such as mobile banking, 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 that support their financial goals. The position is based at a financial center and includes managing client traffic, appointments, and outbound calls. The schedule is first shift, 40 hours per week, with weekend and/or extended hours possible and assignments at nearby financial centers as needed.

Requirements

High school diploma, GED, secondary school, 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 about simple transactions using ATM, online, and mobile banking.
Strong critical-thinking and problem-solving skills.
Ability to follow established processes and guidelines, comply with laws and regulations, and act in the best interests of clients and the bank.
Ability to manage time and capacity efficiently.
Ability 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 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

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.
Develop 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.
Engage clients in the lobby and educate and assist them with self-service banking transactions.
Have in-depth conversations with clients to understand their priorities and connect them with appropriate solutions.