Relationship Banker - Worcester, MA area

Bank of America; Worcester; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading company in financial services is seeking a Relationship Banker in Worcester to engage clients, educate them on the bank's services, and assist with transactions. This position requires strong communication and relationship-building skills, a results-oriented mindset, and effective problem-solving abilities. With a focus on delivering an excellent client experience, the banker will manage cash responsibilities and drive business growth.

Qualifications

• Enthusiastic and highly motivated self-starter with strong work ethic.
• Effective collaborator with strong relationship-building skills.
• Confident in identifying solutions based on client needs.

Responsibilities

• Engage clients to educate and assist with bank transactions.
• Build relationships with clients to meet their financial needs.
• Process cash transactions accurately and efficiently.

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 relevant Associate’s Degree (e.g., business management, finance)

Job description

Relationship Banker - Worcester, MA area, Worcester

Client:

Bank of America

Location:

Worcester, United Kingdom

Job Category:

Other

EU work permit required:

Yes

Job Reference:

3695c961cac7

Job Views:

4

Posted:

29.06.2025

Expiry Date:

13.08.2025

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

• Enthusiastic, highly motivated self-starter with a strong work ethic and results-oriented mindset
• Effective collaborator with strong relationship-building skills
• Passionate about improving clients’ financial lives
• Confident in identifying solutions based on client needs
• Excellent communication skills and comfortable engaging with all clients
• Ability to learn and adapt to new information and technology
• Confidence in educating clients on self-service banking transactions
• Strong critical thinking and problem-solving skills
• Adherence to established processes and compliance with laws and regulations
• Efficient time and capacity management
• Results-focused while acting in clients' best interests
• Flexibility to work weekends and extended hours as needed

Desired Qualifications:

• Experience in financial services and knowledge of industry products and solutions
• 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 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