Relationship Banker

2 weeks ago

Boston, United States Disability Solutions Full time
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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us

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:

• 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

Minimum Education Requirement:

• High School Diploma / GED / Secondary School or equivalent

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.

Shift:
1st shift (United States of America)

Hours Per Week:
40

  • Financial Relationship Banker

    1 week ago

    Boston, United States 0101 The Huntington National Bank Full time

    Financial Relationship Banker - Cleveland page is loaded Financial Relationship Banker - Cleveland Apply remote type Office locations Columbus, OH time type Part time posted on Posted 4 Days Ago job requisition id R0057957 Description Summary: Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help...

  • Commercial Banker

    1 week ago

    Boston, United States JPMorgan Chase Full time

    You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Commercial Banker is for you.As a Commercial Banker within the Middle Market Banking team, your role is to be the focal point of client acquisition and ongoing relationships; Bankers work both independently and as part of a team to introduce our...

  • Commercial Banker

    4 weeks ago

    Boston, United States JPMorgan Chase & Co. Full time

    You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Commercial Banker is for you.As a Commercial Banker within the Middle Market Banking team, your role is to be the focal point of client acquisition and ongoing relationships; Bankers work both independently and as part of a team to introduce our...

  • Portfolio Banker

    1 week ago

    Boston, United States JPMorgan Chase Full time

    You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Portfolio Banker is for you. As a Portfolio Banker within the Middle Market Banking team, your role is to be the focal point of maintaining existing client relationships. Bankers work both independently and as part of a team to introduce our...

  • Portfolio Banker

    1 week ago

    Boston, United States JPMorgan Chase Full time

    You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Portfolio Banker is for you. As a Portfolio Banker within the Middle Market Banking team, your role is to be the focal point of maintaining existing client relationships. Bankers work both independently and as part of a team to introduce our...

  • Relationship Banker I Brighton Branch

    2 weeks ago

    South Boston, United States Rockland Trust Full time

    As a Relationship Banker at Rockland Trust, you are tasked with building and fostering strong relationships that serve to deliver an energetic banking experience for both customers and colleagues. Each day, you will use your unique skills to expand relationships with our client base by identifying financial needs, efficiently processing transactions, and...

  • Commercial Banker, Startup Banking, Middle Market Banking, Vice President

    1 month ago

    Boston, United States JPMorgan Chase Full time

    You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Commercial Banker is for you. As a Commercial Banker, you will be responsible for growing and retaining profitable relationships within the Middle Market Banking & Specialized Industries (MMBSI) specializing in Innovation Economy, Startup...

  • Commercial Banker, Startup Banking, Middle Market Banking, Vice President

    1 month ago

    Boston, United States JPMorganChase Full time

    JOB DESCRIPTIONYou are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Commercial Banker is for you.As a Commercial Banker, you will be responsible for growing and retaining profitable relationships within the Middle Market Banking & Specialized Industries (MMBSI) specializing in Innovation Economy,...

  • Commercial Banker, Startup Banking, Middle Market Banking, Vice President

    4 weeks ago

    Boston, United States JPMorgan Chase & Co. Full time

    You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Commercial Banker is for you.As a Commercial Banker, you will be responsible for growing and retaining profitable relationships within the Middle Market Banking & Specialized Industries (MMBSI) specializing in Innovation Economy, Startup...

  • Relationship Banker

    2 weeks ago

    South Boston, United States M&T Bank Full time

    Identifies customers' needs through the banks retail sales process to provide proactive basic sales solutions through customer outreach for basic customer needs and/or refer complex customer needs to the appropriate team member/partner. Specializes in our branch customer experience through lobby management, servicing and sales interactions for retail and...

  • Commercial Banker, Technology, Middle Market Banking, Vice President

    3 weeks ago

    Boston, United States This is an IT support group Full time

    You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Commercial Banker is for you.As a Commercial Banker on the Technology, Middle Market Banking team, you will be responsible for growing and retaining profitable relationships within the Middle Market Banking & Specialized Industries specializing...

  • Relationship Banker I Brighton Branch

    2 weeks ago

    Boston, MA, United States Rockland Trust Full time

    As a Relationship Banker at Rockland Trust, you are tasked with building and fostering strong relationships that serve to deliver an energetic banking experience for both customers and colleagues. Each day, you will use your unique skills to expand relationships with our client base by identifying financial needs, efficiently processing transactions, and...

  • Commercial Banker, Technology, Middle Market Banking, Vice President

    1 week ago

    Boston, United States JPMorgan Chase Full time

    You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Commercial Banker is for you. As a Commercial Banker on the Technology, Middle Market Banking team, you will be responsible for growing and retaining profitable relationships within the Middle Market Banking & Specialized Industries...

  • Commercial Banker, Technology, Middle Market Banking, Vice President

    1 week ago

    Boston, United States JPMorgan Chase Full time

    You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Commercial Banker is for you. As a Commercial Banker on the Technology, Middle Market Banking team, you will be responsible for growing and retaining profitable relationships within the Middle Market Banking & Specialized Industries...

  • Commercial Banker, Technology, Middle Market Banking, Vice President

    1 week ago

    Boston, United States JPMorgan Chase Full time

    You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Commercial Banker is for you.As a Commercial Banker on the Technology, Middle Market Banking team, you will be responsible for growing and retaining profitable relationships within the Middle Market Banking & Specialized Industries specializing...

  • Part Time Associate Banker Greater Boston

    1 week ago

    Boston, United States JPMorganChase Full time

    JOB DESCRIPTION We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology...

  • Part Time Associate Banker Greater Boston

    1 week ago

    Boston, United States JPMorganChase Full time

    JOB DESCRIPTION We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology...

  • Relationship Banker

    2 weeks ago

    Boston, MA, United States M&T Bank Corporation Full time

    Identifies customers' needs through the bank’s retail sales process to provide proactive basic sales solutions through customer outreach for basic customer needs and/or refer complex customer needs to the appropriate team member/partner. Specializes in our branch customer experience through lobby management, servicing and sales interactions for retail and...

  • Retail Banker I

    1 week ago

    Boston, United States TD Bank Full time

    Retail Banker I (US) - Boston, MA (Nubian Sq) Work Location: Boston, Massachusetts, United States of America Hours: 40 Line of Business: Personal & Commercial Banking Pay Detail: $24.25 - $32.50 USD The Retail Banker I is a Customer liaison that is integral to delivering TD’s Brand promise by utilizing financial expertise and consultative advice in...

  • Retail Banker I

    2 weeks ago

    Boston, United States TD Bank Full time

    Retail Banker I (US) Boston, MA (Copley Sq) Work Location: Boston, Massachusetts, United States of America Hours: 40 Line of Business: Personal & Commercial Banking Pay Detail: $23.75 - $31.50 USD Job Description: The Retail Banker I is a Customer liaison that is integral to delivering TD’s Brand promise by utilizing financial expertise and consultative...