Relationship Banker – Cambridge, MA

Bank of America; Massachusetts; On-site; USD 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a Relationship Banker to enhance client engagement and support financial goals. This role involves educating clients on banking services, processing transactions, and building strong relationships to ensure client satisfaction. The ideal candidate will be a motivated self-starter with a passion for helping clients improve their financial lives. Join a diverse and inclusive workplace that values collaboration and offers flexibility, while making a meaningful impact in the community. If you're ready to take on challenges and grow in the financial services sector, this opportunity is perfect for you.

Qualifications

• Strong work ethic and focus on results.
• Ability to learn and adapt to new information and technology.

Responsibilities

• Engage clients in the lobby and assist with transactions.
• Build relationships to meet financial needs and drive client experience.

Skills

Customer Engagement

Relationship Building

Critical Thinking

Problem Solving

Effective Communication

Time Management

Adaptability

Education

High School Diploma or GED

Bachelor's Degree or Associate’s Degree in Business

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.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees.

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 (for example, ATM, online banking, mobile banking).
8. Applies strong critical thinking and problem-solving skills to meet clients’ needs.
9. Efficiently manages time and capacity.
10. 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.