Relationship Banker - Middlesex Market

Bank of America; Northeastern Ontario; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution in Ontario seeks a client-focused professional to engage clients and assist with self-service banking. You will manage cash transactions and build lasting relationships. The ideal candidate has effective communication skills, a strong problem-solving ability, and experience in financial services. This full-time role offers competitive hourly pay ranging from $24.00 to $26.27, depending on experience.

Benefits

Benefits eligibility

Paid time off

Qualifications

• Enthusiastic, self-starter with a strong work ethic and focus on client results.
• Collaborates effectively to meet goals and build relationships.
• Confident in identifying solutions based on client needs.
• Strong critical thinking and problem-solving skills.
• Flexible to work weekends or extended hours as needed.

Responsibilities

• Engage clients to educate about self-service resources.
• Process cash transactions accurately and efficiently.
• Build relationships to meet financial needs of clients.
• Manage financial center traffic and appointments effectively.
• Drive the client experience and manage cash responsibilities.

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

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor's Degree or business-relevant Associate’s Degree

Job description

Overview

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, acting in the best interest of the client.
• 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 (for example, ATM, online banking, mobile banking).
• Applies strong critical thinking and problem-solving skills to meet clients’ needs.
• Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
• 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

Shift

1st shift (United States of America)

Hours Per Week

40

Pay Transparency details

US - MA - Acton - 271 Great Rd - ACTON BC (MA6127), US - MA - Concord - 52 MAIN ST - CONCORD CENTER BC (MA6128), US - MA - Sudbury - 22 Union Ave - SUDBURY BC (MA6121), US - MA - Weston - 458 Boston Post Rd - WESTON BC (MA6123)Pay and benefits informationPay range$24.00 - $26.27 hourly pay, offers to be determined based on experience, education and skill set.Predictable payThis role is compensated with a base salary and is not incentive eligible.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.