Relationship Banker: Grow Clients’ Financial Lives

Bank of America; West Haven (CT); On-site; USD 38,000 - 52,000; Full time

Job summary

Bank of America in West Haven, CT is seeking a client-focused associate to engage clients in the lobby and assist with self-service banking. You will process cash transactions accurately, have in-depth conversations to uncover financial goals, and connect clients with lending or investment solutions.

You’ll grow relationships by collaborating with experts, manage center traffic and appointments, and uphold compliance with laws and bank policies. Weekend hours may be required.

Qualifications

• Entrepreneurial and self-driven with a strong work ethic and client focus.
• Ability to build and nurture client relationships and collaborate with teammates.
• Comfortable learning new information and technology platforms.
• Experience in financial services and knowledge of products and solutions is a plus.
• Ability to educate clients on self-service banking transactions (ATM, online/mobile).
• Strong time management and ability to work weekends/extended hours as needed.

Responsibilities

• Engages clients in the lobby to educate and assist with self-service transactions.
• Processes cash transactions accurately and efficiently for clients as needed.
• Develops in-depth conversations to understand financial goals and connects clients to solutions.
• Grows client relationships and knowledge by partnering with specialists in lending, investments, etc.
• Manages center traffic, appointments, and outbound calls to support client experience.
• Ensures compliance with laws and bank guidelines in daily activities.

Skills

Adaptability

Business Acumen

Customer and Client Focus

Oral Communications

Problem Solving

Account Management

Client Experience Branding

Client Management

Client Solutions Advisory

Relationship Building

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance

Job description

Bank of America in West Haven, CT is seeking a client-focused associate to engage clients in the lobby and assist with self-service banking. You will process cash transactions accurately, have in-depth conversations to uncover financial goals, and connect clients with lending or investment solutions.

You’ll grow relationships by collaborating with experts, manage center traffic and appointments, and uphold compliance with laws and bank policies. Weekend hours may be required.