Relationship Banker: Client Solutions & Growth

Bank of America; Sudbury (MA); On-site; USD 40,000 - 52,000; Full time

Job summary

Bank of America is hiring to engage clients in the lobby and educate them about conducting transactions via self-service options such as mobile and online banking. You will process cash transactions and have in-depth conversations to understand clients' financial goals and connect them with suitable solutions.

The role emphasizes relationship building, adherence to laws, and a strong emphasis on service quality. Weekend/extended hours may be required at various centers.

Qualifications

• Enthusiastic self-starter with strong work ethic and results focus.
• Collaborates to build relationships and deliver client value.
• Passion and drive to improve clients' financial lives.
• Able to propose solutions for new and existing clients based on needs.
• Confident in educating clients on self-service banking.
• Learns new information and technology platforms quickly.
• Follows established processes while complying with laws and regulations.

Responsibilities

• Executes risk culture and aims for operational excellence.
• Builds relationships to meet client financial needs.
• Follows processes to act in clients' and bank's best interest.
• Grows knowledge by partnering with small business, lending, and investments experts.
• Manages center traffic, appointments, and outbound calls.
• Drives the client experience and cash handling responsibilities.
• Ensures efficient service and time management.

Skills

Adaptability

Relationship Building

Client Focus

Oral Communications

Problem Solving

Account Management

Client Solutions

Client Management

Business Development

Pipeline Management

Referral Identification

Referral Management

Communication

Education

Bachelor's or business-related Associate’s Degree (e.g., business management, business administration, or finance)

Job description

Bank of America is hiring to engage clients in the lobby and educate them about conducting transactions via self-service options such as mobile and online banking. You will process cash transactions and have in-depth conversations to understand clients' financial goals and connect them with suitable solutions.

The role emphasizes relationship building, adherence to laws, and a strong emphasis on service quality. Weekend/extended hours may be required at various centers.