Relationship Banker: Grow Client Wealth in New Haven

Bank of America; West Haven (CT); On-site; USD 42,000 - 60,000; Full time

Job summary

Bank of America is seeking a client-focused professional to build relationships and meet financial needs in our busy financial center. You will follow guided processes, manage cash and client interactions, and collaborate with experts in small business, lending, and investments to deliver superior service.

The role requires strong communication, problem solving, and adaptability, with a willingness to work varied hours, including weekends as needed.

Qualifications

• High School Diploma or GED required.
• 1 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.

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

Customer Focus

Relationship Building

Sales Experience

Oral Communications

Problem Solving

Time Management

Adaptability

Financial Services Knowledge

Client Experience

Account Management

Pipeline Management

Prospecting

Referral Management

Education

High School Diploma / GED

Business-related Associate’s Degree

Bachelor’s Degree (preferred)

Job description

Bank of America is seeking a client-focused professional to build relationships and meet financial needs in our busy financial center. You will follow guided processes, manage cash and client interactions, and collaborate with experts in small business, lending, and investments to deliver superior service.

The role requires strong communication, problem solving, and adaptability, with a willingness to work varied hours, including weekends as needed.