Financial Concierge & Relationship Banker

Bank of America; Boston (MA); On-site; USD 42,000 - 56,000; Full time

Job summary

Bank of America in Boston, MA seeks a client-focused professional to engage clients in the lobby, educate them, and assist with transactions via self-service channels such as ATM, online and mobile banking. You will process cash transactions accurately, and conduct in-depth conversations to understand financial goals and connect clients to suitable solutions.

The role emphasizes building trusted relationships, following bank processes, and delivering exceptional client service while supporting

Qualifications

• High School Diploma or GED required.
• Experience in financial services and knowledge of financial products is a plus.
• Sales experience in a salary plus incentive environment with individual goals is desired.
• Six months of cash handling experience is preferred.
• Bachelor's or business-related degree is advantageous.

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 to act in the best interest of clients and the bank, per laws and regulations.
• Grows business knowledge by partnering with experts in lending, investments, and small business.
• Manages branch traffic, appointments, and outbound calls effectively.
• Drives the client experience.

Skills

Adaptability

Business Acumen

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 such as business management, business administration or finance

Job description

Bank of America in Boston, MA seeks a client-focused professional to engage clients in the lobby, educate them, and assist with transactions via self-service channels such as ATM, online and mobile banking. You will process cash transactions accurately, and conduct in-depth conversations to understand financial goals and connect clients to suitable solutions.

The role emphasizes building trusted relationships, following bank processes, and delivering exceptional client service while supporting