Relationship Banker – North Plainfield, Somerset & Sommerville, NJ Financial Centers – Bilingua[...]

TN United Kingdom; Scotland; On-site; GBP 25,000 - 45,000; Full time

Job summary

An established industry player is seeking a dynamic Relationship Banker to engage with clients and assist them in achieving their financial goals. This exciting role requires a motivated individual who thrives on building relationships and providing exceptional service. You will be responsible for educating clients on self-service banking options while managing transactions efficiently. If you are passionate about improving clients’ financial lives and possess strong communication and problem-solving skills, this opportunity is perfect for you. Join a forward-thinking organization that values adaptability and client focus in a rewarding environment.

Qualifications

• Enthusiastic self-starter with strong work ethic.
• Effective collaborator with excellent communication skills.
• Confident in identifying solutions for clients.

Responsibilities

• Engage clients to assist with transactions and financial needs.
• Build relationships to meet clients' financial goals.
• Manage center traffic and enhance the client experience.

Skills

Adaptability

Business Acumen

Customer Focus

Oral Communication

Problem Solving

Account Management

Client Experience Branding

Relationship Building

Business Development

Education

High School Diploma / GED

Bachelor’s degree in business management or finance

Job description

The current job description contains some formatting issues and irrelevant details that can be improved for clarity and professionalism. Here is a refined version:

Relationship Banker – North Plainfield, Somerset & Sommerville, NJ Financial Centers – Bilingual Spanish Required - Full Time, Somerset

Client:

Bank of America

Location:

Somerset, United Kingdom

Job Category:

Other

EU work permit required:

Yes

Job Reference:

c78c3190cd8f

Job Views:

12

Posted:

26.04.2025

Expiry Date:

10.06.2025

Job Description:

Overview: This role involves engaging clients in the lobby to educate and assist with transactions through self-service resources such as mobile banking, online banking, or ATMs. Key responsibilities include accurately processing cash transactions and engaging in meaningful conversations to understand clients' financial and life priorities, connecting them to suitable solutions to meet their financial goals.

Responsibilities:

• Execute the bank's risk culture and strive for operational excellence.
• Build relationships with clients to meet their financial needs.
• Follow established processes and guidelines, adhering to all laws and regulations.
• Enhance business knowledge by collaborating with experts in small business, lending, and investments.
• Manage center traffic, appointments, and outbound calls effectively.
• Drive the client experience.
• Handle cash responsibilities.

Required Qualifications:

• Enthusiastic, highly motivated self-starter with a strong work ethic and results-oriented mindset.
• Effective collaborator, capable of building strong relationships.
• Passionate about improving clients’ financial lives.
• Confident in identifying solutions for clients based on their needs.
• Excellent communicator, comfortable engaging with all clients.
• Adaptable to new information and technology platforms.
• Capable of educating clients on self-service banking options.
• Strong critical thinking and problem-solving skills.
• Adheres to established processes and regulations.
• Efficient in managing time and capacity.
• Flexible to work weekends and extended hours as needed.

Desired Qualifications:

• Experience in financial services and knowledge of industry products.
• At least one year of successful sales experience with individual sales goals.
• Six months of cash handling experience.
• Bachelor’s degree or relevant associate degree (e.g., business management, finance).

Skills: Adaptability, Business Acumen, Customer Focus, Oral Communication, 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