Relationship Banker - Newton Upper Falls Financial Center
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 has in-depth conversations with clients to understand their financial and life priorities and connect them with solutions that meet their goals. The position supports Bank of America's Responsible Growth and risk culture, prioritizes operational excellence and the client experience, and collaborates with experts in small business, lending, and investments. The position is based at the Newton Upper Falls Financial Center in Newton, Massachusetts. It is a 40-hour-per-week, first-shift role; weekend and/or extended hours may be required, and scheduling may be at 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, 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.
- Ability to learn and adapt to new information and technology platforms.
- Ability to educate clients on simple transactions using self-service technology, including ATMs, online banking, and mobile banking.
- Strong critical-thinking and problem-solving skills to meet clients' needs.
- Follows established processes and guidelines and applicable laws and regulations.
- Efficiently manages time and capacity.
- Must be able 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, and comply with applicable laws and regulations.
- Build 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.
- Accurately and efficiently process cash transactions as needed.
- Understand clients' financial and life priorities and connect them with solutions that meet their financial goals.
Benefits
- Benefits eligibility.
- Access to paid time off.
- Resources and support for employees.
- Industry-leading benefits.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Education Level
High school or GED
