Relationship Banker - Holbrook NY Area

Bank of America; Ipswich; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading company in financial services is seeking a Relationship Banker in Ipswich to engage clients and manage financial transactions. This role offers a chance to provide personalized banking solutions and enhance client experiences. With a focus on relationship building, candidates must be self-motivated and adaptable, having at least a high school diploma, and ideally a Bachelor’s degree. Those with experience in sales and cash handling will thrive in this environment.

Benefits

Industry-leading benefits

Paid time off

Resources for employee growth

Qualifications

• Self-motivated with a strong work ethic, results-oriented.
• Effective collaborator with strong relationship-building skills.
• Experience in financial services and at least one year of sales experience.

Responsibilities

• Engage clients in the lobby to educate and assist with transactions.
• Build relationships with clients to meet their financial needs.
• Process cash transactions accurately and efficiently.

Skills

Adaptability

Business Acumen

Customer Focus

Communication

Problem Solving

Account Management

Client Experience

Relationship Building

Business Development

Pipeline Management

Prospecting

Referral Management

Education

Bachelor's Degree or relevant Associate’s Degree

High School Diploma / GED / Secondary School or equivalent

Job description

Job Title: Relationship Banker - Holbrook NY Area, Ipswich

Client:

Bank of America

Location:

Holbrook, NY

Job Category:

Other

EU Work Permit Required:

Yes

Job Reference:

fdcec4af5c32

Job Views:

4

Posted:

29.06.2025

Expiry Date:

13.08.2025

Job Description:

Summary: This role involves engaging clients in the lobby to educate and assist with transactions via self-service resources like mobile banking, online banking, or ATM. Key responsibilities include processing cash transactions accurately and efficiently, and building relationships with clients to understand their financial and life priorities, connecting them to suitable solutions.

Responsibilities:

1. Execute the bank's risk culture and strive for operational excellence.
2. Build relationships with clients to meet their financial needs.
3. Follow established processes and guidelines, adhering to laws and regulations.
4. Partner with experts in small business, lending, and investments to grow knowledge and network.
5. Manage traffic, appointments, and outbound calls effectively.
6. Enhance the client experience.
7. Manage cash responsibilities.

Required Qualifications:

• Self-motivated with a strong work ethic, results-oriented, and client-focused.
• Effective collaborator with strong relationship-building skills.
• Passionate and committed to improving clients’ financial lives.
• Confident in identifying solutions and educating clients on banking transactions.
• Adaptable to new information and technology platforms.
• Strong problem-solving and critical thinking skills.
• Ability to follow processes and manage time efficiently.
• Flexible to work weekends and extended hours as needed.

Desired Qualifications:

• Experience in financial services, products, and solutions.
• At least one year of successful sales experience with individual sales goals.
• Six months of cash handling experience.
• Bachelor's Degree or relevant Associate’s Degree.

Skills:

• Adaptability, Business Acumen, Customer Focus, Communication, Problem Solving, Account Management, Client Experience, Relationship Building, Business Development, Pipeline Management, Prospecting, Referral Management.

Minimum Education:

High School Diploma / GED / Secondary School or equivalent

Shift:

1st shift (United States of America)

Hours per Week:

40

Pay Range:

$24.00 - $26.27 hourly, based on experience, education, and skills.

Benefits:

Benefits-eligible role with industry-leading benefits, paid time off, and resources to support employee growth and community contribution.