Relationship Banker - Greater Worcester Area

Bank of America•Holden, MA

6d•$25 - $27•Onsite

About The Position

At Bank of America, the Relationship Banker helps make financial lives better through client connections and supports the company’s Responsible Growth. This role engages clients in the financial center lobby, educates them about and assists with self-service resources such as mobile banking, online banking, and ATMs, and accurately processes cash transactions when needed. The banker has in-depth conversations to understand clients’ financial and life priorities and connects them with solutions that support their goals. The role works to deliver a strong client experience while following established processes, applicable laws, and regulations. It partners with experts in small business, lending, and investments, and manages financial center traffic, appointments, outbound calls, and cash responsibilities. The position is based at one of the listed financial centers in the Greater Worcester area. It is a first-shift role scheduled for 40 hours per week, with flexibility to work weekends and/or extended hours as needed. The position pays $25.00–$26.77 per hour, with offers determined by experience, education, and skill set. Compensation is base salary and is not incentive eligible. The role is benefits eligible; the posting mentions access to paid time off and employee resources and support.

Requirements

High school diploma, GED, secondary school diploma, 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 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 all clients.
Ability to learn and adapt to new information and technology platforms.
Confidence 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.
Willingness to follow established processes and guidelines and applicable laws and regulations.
Ability to manage time and capacity efficiently.
Ability 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 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 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 transactions through self-service resources such as 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.