Relationship Banker: Elevate Client Wealth & Experience

Bank of America; Newtown (CT); On-site; USD 45,000 - 55,000; Full time

Job summary

Bank of America in Newtown, CT is seeking a Customer Service Associate to engage clients in the lobby, educate them on self-service options, and process cash transactions accurately. The role focuses on building relationships and connecting clients to solutions that meet their financial goals.

The ideal candidate is a motivated self-starter with strong communication skills, cash handling experience, and a willingness to work weekends or extended hours as needed.

Qualifications

• Enthusiastic self-starter with strong work ethic and results focus.
• Collaborates to build relationships and meet client needs.
• Delivers a high-quality client experience with commitment and drive.
• Identifies solutions for clients based on their needs.
• Effective communicator, comfortable engaging all clients.
• Learns and adapts to new information and platforms.
• Educates clients on self-service banking options.
• Applies critical thinking and problem-solving to client issues.
• Follows processes and complies with laws and regulations.
• Manages time and capacity efficiently.
• Flexibility to work weekends or extended hours.

Responsibilities

• Executes risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows established processes to act in the best interest of clients and the bank.
• Grows business knowledge by partnering with specialists in lending, investments.
• Manages center traffic, appointments, and outbound calls.
• Grows client experience and loyalty.
• Manages cash handling responsibilities.

Skills

Adaptability

Business Acumen

Customer Focus

Oral Communication

Problem Solving

Account Management

Relationship Building

Business Development

Pipeline Management

Education

Bachelor's Degree in Business/Finance

Associate's Degree in Business

High School Diploma

Job description

Bank of America in Newtown, CT is seeking a Customer Service Associate to engage clients in the lobby, educate them on self-service options, and process cash transactions accurately. The role focuses on building relationships and connecting clients to solutions that meet their financial goals.

The ideal candidate is a motivated self-starter with strong communication skills, cash handling experience, and a willingness to work weekends or extended hours as needed.