Relationship Banker - New Haven Area

Bank of America

Shelton (CT)

On-site

USD 40,000 - 50,000

Full time

13 days ago

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Job summary

Bank of America in Shelton, CT is hiring for a customer-focused role in the lobby to assist clients with self-service banking and cash transactions. The role emphasizes building client relationships, understanding financial goals, and connecting clients to suitable solutions.

The position requires a proactive, compliant professional who thrives in a structured environment and is willing to work weekends or extended hours as needed to support client needs.

Qualifications

Enthusiastic self-starter with strong work ethic and results orientation.
Strong relationship-building and collaboration skills.
Ability to learn and adapt to new information and platforms.
Comfort educating clients on self-service banking tools.

Responsibilities

Engages clients in the lobby to educate and assist with transactions via self-service resources.
Accurately and efficiently processes cash transactions as needed.
Develops deep conversations to understand client financial goals and connects them to suitable solutions.
Drives the client experience and helps grow the business.
Manages center traffic, appointments, and outbound calls.
Adheres to laws, regulations, and bank processes in daily activities.

Skills

Adaptability

Customer and Client Focus

Relationship Building

Problem Solving

Account Management

Pipeline Management

Prospecting

Client Management

Client Solutions Advisory

Business Development

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

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: