Relationship Banker – Cambridge, MA

Bank of America; Brookline (MA); On-site; USD 40,000 - 80,000; Full time

Job summary

An established industry player seeks a Relationship Banker to enhance client experiences and assist with financial transactions. In this dynamic role, you'll engage clients in a welcoming environment, leveraging your skills to educate them on self-service banking options. You'll build relationships, manage cash responsibilities, and ensure compliance with regulations while striving for operational excellence. If you are passionate about improving clients' financial lives and enjoy collaborating with a team, this position offers a fantastic opportunity to grow your career in the financial services sector.

Qualifications

• Strong work ethic and focus on results while acting in clients' best interests.
• Ability to learn and adapt to new information and technology platforms.

Responsibilities

• Engage clients and assist with transactions through self-service resources.
• Build relationships to meet clients' financial needs and manage cash responsibilities.

Skills

Customer Engagement

Sales Experience

Cash Handling

Critical Thinking

Communication Skills

Problem-Solving

Time Management

Education

High School Diploma

Bachelor's Degree in Business

Associate’s Degree in Business Management

Job description

Relationship Banker – Cambridge, MA

Cambridge, Massachusetts; Somerville, Massachusetts; Brookline, Massachusetts; Boston, Massachusetts; Brighton, Massachusetts; Dorchester, Massachusetts

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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day.

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 their financial and life priorities and connecting clients to solutions that meet their financial goals.

Responsibilities:

1. Executes the bank's risk culture and strives for operational excellence.
2. Builds relationships with clients to meet financial needs.
3. 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.
4. Grows business knowledge and network by partnering with experts in small business, lending, and investments.
5. Manages financial center traffic, appointments, and outbound calls effectively.
6. Drives the client experience.
7. Manages cash responsibilities.

Required Qualifications:

1. 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.
2. Collaborates effectively to get things done, building and nurturing strong relationships.
3. Displays passion, commitment, and drive to deliver an experience that improves our clients’ financial lives.
4. Is confident in identifying solutions for new and existing clients based on their needs.
5. Communicates effectively and confidently, and is comfortable engaging all clients.
6. Has the ability to learn and adapt to new information and technology platforms.
7. Is confident in educating clients on how to conduct simple banking transactions through self-service technologies.
8. Applies strong critical thinking and problem-solving skills to meet clients’ needs.
9. 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.
10. Efficiently manages time and capacity.
11. Focuses on results, while acting in the best interest of the client.
12. Can be flexible to work weekends and/or extended hours as needed.

Desired Qualifications:

1. Experience in financial services and knowledge of financial services industry, products, and solutions.
2. One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
3. Six months of cash handling experience.
4. Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration, or finance.

Minimum Education Requirement:

High School Diploma / GED / Secondary School or equivalent.

Shift:

1st shift (United States of America)

Hours Per Week:

40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws.