Relationship Banker - Shirley Financial Center *Bilingual Spanish required

TN United Kingdom; Greater London; On-site; GBP 30,000 - 50,000; Full time

Job summary

An established industry player is seeking a Relationship Banker to engage with clients and assist them in navigating their financial journeys. In this role, you will be responsible for building strong relationships, processing transactions, and providing tailored solutions to meet clients' financial goals. The ideal candidate is a motivated self-starter with a passion for customer service and a strong understanding of the financial services industry. Join a dynamic team where your contributions will directly impact clients' financial lives and help them achieve their aspirations.

Qualifications

• Strong work ethic and focus on results, acting in clients' best interest.
• Ability to learn and adapt to new information and technology platforms.

Responsibilities

• Engage clients to assist with transactions through self-service resources.
• 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

Business Development

Education

High School Diploma / GED

Bachelor's degree in Business Management or Finance

Job description

Social network you want to login/join with:

Relationship Banker - Shirley Financial Center *Bilingual Spanish required, Shirley

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Client:

Bank of America

Location:

Shirley, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

5ea88e1b217a

Job Views:

11

Posted:

26.04.2025

Expiry Date:

10.06.2025

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Job Description:

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 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