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Relationship Banker - Middlesex Financial Center - Spanish Language Required

Bank of America

Greater London

On-site

GBP 30,000 - 50,000

Full time

12 days ago

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Job summary

An established industry player is seeking a motivated client engagement specialist to enhance customer experiences in a dynamic banking environment. This role involves assisting clients with transactions through self-service resources while building meaningful relationships to understand their financial goals. The ideal candidate will possess a strong work ethic, excellent communication skills, and a passion for delivering exceptional service. Join a team that values collaboration and operational excellence, where your contributions will directly impact clients' financial lives. If you're ready to make a difference in the banking sector, this opportunity is perfect for you.

Qualifications

  • Strong work ethic and focus on results, acting in the best interest of clients.
  • Experience in financial services and successful sales experience is a plus.

Responsibilities

  • Builds relationships with clients to meet their financial needs.
  • Executes the bank's risk culture and manages 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
Pipeline Management
Prospecting
Referral Identification
Referral Management

Education

Bachelor's Degree
Business-relevant Associate’s Degree

Job description

Job 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 their financial and life priorities and connecting clients to solutions that meet their financial goals.


Responsibilities:

  1. Executes the bank's risk culture and strives for operational excellence.
  2. Builds relationships with clients to meet financial needs.
  3. 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.
  4. Grows business knowledge and network by partnering with experts in small business, lending, and investments.
  5. Manages financial center traffic, appointments, and outbound calls effectively.
  6. Drives the client experience.
  7. Manages cash responsibilities.

Required Qualifications:

  1. 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.
  2. Collaborates effectively to get things done, building and nurturing strong relationships.
  3. Displays passion, commitment, and drive to deliver an experience that improves our clients’ financial lives.
  4. Is confident in identifying solutions for new and existing clients based on their needs.
  5. Communicates effectively and confidently, and is comfortable engaging all clients.
  6. Has the ability to learn and adapt to new information and technology platforms.
  7. Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).
  8. Applies strong critical thinking and problem-solving skills to meet clients’ needs.
  9. 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.
  10. Efficiently manages time and capacity.
  11. Focuses on results while acting in the best interest of the client.
  12. Can be flexible to work weekends and/or extended hours as needed.

Desired Qualifications:

  1. Experience in financial services and knowledge of financial services industry, products, and solutions.
  2. One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
  3. Six months of cash handling experience.
  4. Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration, or finance.

Skills:

  1. Adaptability
  2. Business Acumen
  3. Customer and Client Focus
  4. Oral Communications
  5. Problem Solving
  6. Account Management
  7. Client Experience Branding
  8. Client Management
  9. Client Solutions Advisory
  10. Relationship Building
  11. Business Development
  12. Pipeline Management
  13. Prospecting
  14. Referral Identification
  15. Referral Management

Shift: 1st shift (United States of America)

Hours Per Week: 40

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