Relationship Banker – Middlesex, MA

Bank of America; Sudbury (MA); On-site; USD 40,000 - 52,000; Full time

Job summary

Bank of America is hiring to engage clients in the lobby and educate them about conducting transactions via self-service options such as mobile and online banking. You will process cash transactions and have in-depth conversations to understand clients' financial goals and connect them with suitable solutions.

The role emphasizes relationship building, adherence to laws, and a strong emphasis on service quality. Weekend/extended hours may be required at various centers.

Qualifications

• Enthusiastic self-starter with strong work ethic and results focus.
• Collaborates to build relationships and deliver client value.
• Passion and drive to improve clients' financial lives.
• Able to propose solutions for new and existing clients based on needs.
• Confident in educating clients on self-service banking.
• Learns new information and technology platforms quickly.
• Follows established processes while complying with laws and regulations.

Responsibilities

• Executes risk culture and aims for operational excellence.
• Builds relationships to meet client financial needs.
• Follows processes to act in clients' and bank's best interest.
• Grows knowledge by partnering with small business, lending, and investments experts.
• Manages center traffic, appointments, and outbound calls.
• Drives the client experience and cash handling responsibilities.
• Ensures efficient service and time management.

Skills

Adaptability

Relationship Building

Client Focus

Oral Communications

Problem Solving

Account Management

Client Solutions

Client Management

Business Development

Pipeline Management

Referral Identification

Referral Management

Communication

Education

Bachelor's or business-related Associate’s Degree (e.g., business management, business administration, or finance)

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.

Job Description

This role 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
• Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance

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

• 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
• ProspectingReferral Identification
• Referral Management

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent.

Shift: 1st shift (United States of America)

Hours Per Week: 40