In-Branch Relationship Banker & Customer Advisor

Bank of America; Methuen (MA); On-site; USD 25,000 - 36,000; Full time

Job summary

Bank of America in Massachusetts seeks a customer service driven team member to engage clients in the lobby, educate on self-service options, and process cash transactions accurately. You will build client relationships, discuss financial goals, and connect clients to suitable solutions.

The role requires strong communication, problem solving, and the ability to work weekends or extended hours. Prior cash handling and sales experience are helpful, with a high school diploma as minimum education.

Qualifications

• Bachelor's Degree or related associate degree in business or finance.
• Experience in financial services and knowledge of products and solutions.
• Six months of cash handling experience and one year of sales experience preferred.

Responsibilities

• Executes the bank's risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows established processes to do what is right for clients and the bank, complying with laws and regulations.
• Grows knowledge by partnering with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls effectively.
• Drives the client experience and 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

Bachelor's Degree or business-relevant Associate Degree such as business management, business administration or finance

Job description

Bank of America in Massachusetts seeks a customer service driven team member to engage clients in the lobby, educate on self-service options, and process cash transactions accurately. You will build client relationships, discuss financial goals, and connect clients to suitable solutions.

The role requires strong communication, problem solving, and the ability to work weekends or extended hours. Prior cash handling and sales experience are helpful, with a high school diploma as minimum education.