Relationship Banker - Greater Bridgeport / Trumbull Area

Bank of America

Fairfield (CT)

On-site

USD 32,000 - 42,000

Full time

14 days+

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Job summary

Bank of America is seeking an energetic, client-centric team member for its financial center. The role involves educating clients, processing transactions via self-service options, and guiding customers to suitable financial solutions.

You will build trusted relationships, manage cash duties, and support a high-quality client experience in a busy branch environment. The position emphasizes compliance with laws, strong communication, and the ability to work flexible hours, including weekends as

Qualifications

Self-starter with strong work ethic and results focus.
Effective and confident communication with clients.
Able to learn and adapt to new information and technology platforms.
Six months of cash handling experience.
Bachelor’s degree or business-related degree preferred.

Responsibilities

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

Skills

Adaptability

Customer Focus

Relationship Building

Problem Solving

Oral Communications

Account Management

Client Experience Branding

Client Solutions Advisory

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Business Acumen

Education

High School Diploma or equivalent

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

Job description

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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact.

Job Description:

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

Responsibilities:

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

Required Qualifications:

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

Desired Qualifications:

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

Skills: