Relationship Banker - Southport Financial Center

Bank of America; Sefton; On-site; GBP 30,000 - 40,000; Full time

Job summary

A leading financial institution in Southport is seeking a Relationship Banker to engage with clients and assist with transactions. The ideal candidate will have a strong customer focus and the ability to effectively process cash transactions while providing tailored solutions. This role requires adaptability and effective communication skills to help clients achieve their financial goals.

Qualifications

• Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results.
• Communicates effectively and confidently and is comfortable engaging all clients.
• Has the ability to learn and adapt to new information and technology platforms.

Responsibilities

• Builds relationships with clients to meet financial needs.
• Drives the client experience.
• 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

High School Diploma / GED / Secondary School or equivalent

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

Job description

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Relationship Banker - Southport Financial Center, Southport

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Client:

Bank of America

Location:

Southport, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

c106c1e19607

Job Views:

7

Posted:

12.08.2025

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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’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