Relationship Banker: Build Connections & Client Growth

Bank of America; Westborough (MA); On-site; USD 36,000 - 48,000; Full time

Job summary

Bank of America in Massachusetts seeks a client-focused associate to engage clients in the lobby and educate them on self-service options. The role processes cash transactions accurately, builds relationships, and connects customers with solutions to meet their financial goals.

Responsibilities include managing center traffic, driving the client experience, and adhering to laws and controls. This is an in-office position requiring flexible hours including weekends where needed.

Qualifications

• High School Diploma or GED (minimum education).
• 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.

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.

Skills

Customer Focus

Relationship Building

Account Management

Problem Solving

Adaptability

Oral Communications

Client Solutions Advisory

Education

High School Diploma

Bachelor's/Associate in Business

Job description

Bank of America in Massachusetts seeks a client-focused associate to engage clients in the lobby and educate them on self-service options. The role processes cash transactions accurately, builds relationships, and connects customers with solutions to meet their financial goals.

Responsibilities include managing center traffic, driving the client experience, and adhering to laws and controls. This is an in-office position requiring flexible hours including weekends where needed.