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Relationship Banker Boston, MA
Relationship Banker Boston, MABoston Staffing • Boston, MA, US
Relationship Banker Boston, MA

Relationship Banker Boston, MA

Boston Staffing • Boston, MA, US
10 days ago
Job type
  • Full-time
Job description

Relationship Banker Boston, MA

Bank of America is guided by a common purpose to help make financial lives better through the power of every connection. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and making an impact in the communities we serve.

This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.

Responsibilities :

  • Executes the bank's risk culture and strives for operational excellence.
  • Builds relationships with clients to meet financial needs.
  • Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
  • Grows business knowledge and network by partnering with experts in small business, lending, and investments.
  • Manages financial center traffic, appointments, and outbound calls effectively.
  • Drives the client experience.
  • Manages cash responsibilities.

Required Qualifications :

  • Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results.
  • Collaborates effectively to get things done, building and nurturing strong relationships.
  • Displays passion, commitment, and drive to deliver an experience that improves our clients' financial lives.
  • Is confident in identifying solutions for new and existing clients based on their needs.
  • Communicates effectively and confidently, and is comfortable engaging all clients.
  • Has the ability to learn and adapt to new information and technology platforms.
  • Is confident in educating clients on how to conduct simple banking transactions through self-service technologies.
  • Applies strong critical thinking and problem-solving skills to meet clients' needs.
  • Efficiently manages time and capacity.
  • Focuses on results, while acting in the best interest of the client.
  • Can be flexible to work weekends and / or extended hours as needed.
  • Desired Qualifications :

  • Experience in financial services and knowledge of 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.
  • Skills :

  • Adaptability
  • Business Acumen
  • Customer and Client Focus
  • Oral Communications
  • Problem Solving
  • Account Management
  • Client Experience Branding
  • Client Management
  • Client Solutions Advisory
  • Relationship Building
  • Business Development
  • Pipeline Management
  • Prospecting
  • Referral Identification
  • Referral Management
  • Minimum Education Requirement :

    High School Diploma / GED / Secondary School or equivalent

    It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

    Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws.

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    Relationship Banker • Boston, MA, US

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