Relationship Banker - Worcester, MA area

Bank of America; Marlborough; On-site; GBP 26,000 - 38,000; Full time

Job summary

A leading financial institution seeks a Relationship Banker in Marlborough, UK. This role involves engaging clients, processing transactions, and building relationships to meet financial needs. Applicants should possess strong communication skills and a results-oriented mindset, with opportunities for professional growth.

Qualifications

• Self-motivated with a strong work ethic.
• Passionate about improving clients’ financial lives.
• Effective communicator and client-oriented.

Responsibilities

• Engage clients to assist with banking transactions.
• Build strong relationships to understand clients' financial needs.
• Follow processes and regulations diligently.

Skills

Adaptability

Business Acumen

Customer and Client Focus

Oral Communication

Problem Solving

Relationship Building

Education

High School Diploma / GED

Job description

Relationship Banker - Worcester, MA area, Marlborough

Client: Bank of America

Location: Marlborough, United Kingdom

Job Category: Other

EU work permit required: Yes

Job Description:

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 ATM. Responsibilities include accurately processing cash transactions and having in-depth conversations to understand clients' financial and life priorities, connecting them to suitable solutions.

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 laws and regulations
• Expand business knowledge by collaborating with experts in small business, lending, and investments
• Manage traffic, appointments, and outbound calls effectively
• Enhance the client experience
• Handle cash responsibilities

Required Qualifications:

• Self-motivated with a strong work ethic and results-oriented mindset
• Effective collaborator with strong relationship-building skills
• Passionate and committed to improving clients’ financial lives
• Confident in identifying solutions based on client needs
• Excellent communication skills and comfortable engaging clients
• Ability to learn and adapt to new information and technology
• Capable of educating clients on self-service banking transactions
• Strong critical thinking and problem-solving skills
• Adheres to processes and regulations
• Efficient time and capacity management
• Results-focused with client interests at heart
• Flexible to work weekends or 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’s Degree (e.g., business management, finance)

Skills:

• Adaptability
• Business Acumen
• Customer and Client 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