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Relationship Banker

2 months ago

Plymouth, Massachusetts, United States Bank of America Full time
Job Description:

At Bank of America, we are committed to helping our clients achieve their financial goals through personalized service and expert guidance. As a Relationship Banker, you will play a critical role in building strong relationships with our clients and providing them with tailored solutions to meet their financial needs.

Key Responsibilities:
  • Engage with clients in the lobby to educate and assist with conducting transactions through self-service resources.
  • Accurately and efficiently process cash transactions for clients as needed.
  • Build deep relationships with clients to gain in-depth knowledge of their financial and life priorities and connect them to solutions that meet their financial goals.
  • Manage financial center traffic, appointments, and outbound calls effectively.
  • Drive the client experience by providing exceptional service and ensuring that clients feel valued and supported.
Requirements:
  • Enthusiastic and highly motivated self-starter with a strong work ethic and intense focus on results.
  • Collaborative and effective communicator with strong relationship-building skills.
  • Passionate about delivering an exceptional client experience and committed to meeting the financial needs of our clients.
  • Confident in identifying solutions for new and existing clients based on their needs.
  • Ability to learn and adapt to new information and technology platforms.
Preferred 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
Equal Employment Opportunity:

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law.