Relationship Banker: Elevate Clients' Financial Lives

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

Job summary

Bank of America in Windham, CT seeks a customer-focused associate to engage clients in the lobby and educate them on self-service banking options. You will process cash transactions accurately and build relationships to meet financial goals, while following bank procedures and regulatory requirements.

The role emphasizes delivering strong client experiences, collaborating with experts across lending and investments, and maintaining operational excellence in a busy financial center.

Qualifications

• Strong customer service and communication skills.
• Ability to learn and adapt to new information and technology platforms.
• Experience in financial services or sales environment is a plus.

Responsibilities

• Executes the bank's risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows established processes to do what is right for clients and the bank, complying with laws and regulations.
• Grows knowledge by partnering with experts in small business, lending, and investments.
• Manages center traffic, appointments, and outbound calls effectively.
• Drives the client experience.
• Manages cash responsibilities.

Skills

Adaptability

Customer Focus

Oral Communications

Problem Solving

Relationship Building

Client Management

Account Management

Pipeline Management

Education

Bachelor's Degree or business-related Associate’s Degree

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Windham, CT seeks a customer-focused associate to engage clients in the lobby and educate them on self-service banking options. You will process cash transactions accurately and build relationships to meet financial goals, while following bank procedures and regulatory requirements.

The role emphasizes delivering strong client experiences, collaborating with experts across lending and investments, and maintaining operational excellence in a busy financial center.