Relationship Banker: Build Client Wealth & Solutions

Bank of America; Shelton (CT); On-site; USD 40,000 - 50,000; Full time

Job summary

Bank of America in Shelton, CT is hiring for a customer-focused role in the lobby to assist clients with self-service banking and cash transactions. The role emphasizes building client relationships, understanding financial goals, and connecting clients to suitable solutions.

The position requires a proactive, compliant professional who thrives in a structured environment and is willing to work weekends or extended hours as needed to support client needs.

Qualifications

• Enthusiastic self-starter with strong work ethic and results orientation.
• Strong relationship-building and collaboration skills.
• Ability to learn and adapt to new information and platforms.
• Comfort educating clients on self-service banking tools.

Responsibilities

• Engages clients in the lobby to educate and assist with transactions via self-service resources.
• Accurately and efficiently processes cash transactions as needed.
• Develops deep conversations to understand client financial goals and connects them to suitable solutions.
• Drives the client experience and helps grow the business.
• Manages center traffic, appointments, and outbound calls.
• Adheres to laws, regulations, and bank processes in daily activities.

Skills

Adaptability

Customer and Client Focus

Relationship Building

Problem Solving

Account Management

Pipeline Management

Prospecting

Client Management

Client Solutions Advisory

Business Development

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 Shelton, CT is hiring for a customer-focused role in the lobby to assist clients with self-service banking and cash transactions. The role emphasizes building client relationships, understanding financial goals, and connecting clients to suitable solutions.

The position requires a proactive, compliant professional who thrives in a structured environment and is willing to work weekends or extended hours as needed to support client needs.