Relationship Banker - Hartford Area

Bank of America; Manchester; On-site; GBP 80,000 - 100,000; Full time

Job summary

A leading financial institution in Manchester is seeking a Client Engagement Specialist to assist clients with transactions and provide exceptional service. The role involves educating clients on self-service banking and managing cash transactions effectively. Candidates should have strong communication skills, a high school diploma, and a proven track record in sales or financial services. This position offers competitive pay and is eligible for industry-leading benefits.

Benefits

Industry-leading benefits

Paid time off

Resources and support for employees

Qualifications

• Enthusiastic and highly motivated self-starter with strong work ethic.
• Ability to learn and adapt to new information and technology platforms.
• Effective communicator comfortable engaging all clients.

Responsibilities

• Educate and assist clients with conducting transactions through self-service resources.
• Process cash transactions accurately and efficiently.
• Build relationships with clients to meet their financial needs.

Skills

Adaptability

Business Acumen

Customer and Client Focus

Oral Communications

Problem Solving

Account Management

Relationship Building

Education

High School Diploma / GED / Secondary School or equivalent

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

Job description

Description

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 - CT - Hartford - 147 Washington St - Park Street (CT2116), US - CT - Hartford - 30 State House Sq - State House Square (CT2517), US - CT - Hartford - 790 Maple Ave - Maple Avenue (CT2143), US - CT - Hartford - 919 Albany Ave - Albany Avenue (CT2136), US - CT - Manchester - 354 Middle Tpke W - Manchester Parkade (CT2126), US - CT - Vernon - 243 Hartford Tpke - Vernon Circle (CT2150), US - CT - West Hartford - 2523 Albany Ave - Bishops Corner (CT2321)
Pay and benefits information
Pay range$25.00 - $27.88 hourly pay, offers to be determined based on experience, education and skill set.
Predictable pay
This role is compensated with a base salary and is not incentive eligible.
Benefits
This 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.