Relationship Banker - Ansonia / Branford Area

Bank of America Corporation

East Haven (CT)

On-site

USD 34,000 - 37,000

Full time

14 days+

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Job summary

Bank of America is seeking a client-focused representative to engage customers in the lobby, educate on self-service banking, and assist with transactions. You will handle cash and help clients complete transactions using mobile, online, or ATM channels.

The role emphasizes building relationships and guiding clients to suitable financial solutions. The position requires strong communication, flexible availability including weekends, and adherence to laws and bank policies.

Qualifications

  • Enthusiastic self-starter with strong work ethic and client focus.
  • Ability to learn and adapt to new information and platforms.
  • Experience collaborating to meet client needs.
  • Experience with cash handling is a plus.

Responsibilities

  • Executes the bank's risk culture and strives for operational excellence.
  • Develops relationships with clients to meet financial needs.
  • Follows processes to act in clients' and the bank's best interest.
  • Partners with experts to grow knowledge in small business, lending, and investments.
  • Manages center traffic, appointments, and outbound calls.
  • Drives the client experience and manages cash responsibilities.

Skills

Adaptability
Customer Focus
Problem Solving
Relationship Building
Oral Communications
Client Management

Education

High School Diploma

Job description

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job 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

Pay Transparency details
  • US - CT - Ansonia - 382 Main St (CT2208)
  • US - CT - Branford - 1081 W Main St (CT2246)
  • US - CT - East Haven - 170 Main St (CT2222)
  • US - CT - Hamden - 2340 Dixwell Ave - Hamden Plaza (CT2309)
  • US - CT - New Haven - 100 Amity Rd - Amity (CT2182)
Pay range

$25.00 - $26.77 hourly pay, offers to be determined based on experience, education and skill set.

Predictable pay

This role is compensated with a base salary and is not incentive eligible.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

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