Relationship Banker

1 week ago


Milton, Washington, United States Bank of America Full time
Job Description:

Job Summary:

As a Relationship Banker at Bank of America, you will play a critical role in engaging clients in the lobby to educate and assist with conducting transactions through self-service resources. Your key responsibilities will include accurately and efficiently processing cash transactions for clients as needed, while also having deep conversations with clients to gain in-depth knowledge of their financial and life priorities and connecting them to solutions that meet their financial goals.

Key Responsibilities:

  • Execute the bank's risk culture and strive for operational excellence.
  • Build relationships with clients to meet their financial needs.
  • 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.
  • Grow business knowledge and network by partnering with experts in small business, lending, and investments.
  • Manage financial center traffic, appointments, and outbound calls effectively.
  • Drive the client experience.
  • Manage cash responsibilities.

Requirements:

  • Be an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
  • Collaborate effectively to get things done, building and nurturing strong relationships.
  • Display passion, commitment, and drive to deliver an experience that improves our clients' financial lives.
  • Be confident in identifying solutions for new and existing clients based on their needs.
  • Communicate effectively and confidently, and be comfortable engaging all clients.
  • Have the ability to learn and adapt to new information and technology platforms.
  • Be confident in educating clients on how to conduct simple banking transactions through self-service technologies.
  • Apply strong critical thinking and problem-solving skills to meet clients' needs.
  • 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 manage time and capacity.
  • Focus on results, while acting in the best interest of the client.
  • Be flexible to work weekends and/or extended hours as needed.
  • Must be a current Year Up intern with Bank of America.

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

  • Relationship Banker

    6 days ago


    Milton, Washington, United States Bank of America Full time

    Job Title: Relationship BankerJob Summary:We are seeking a highly motivated and customer-focused Relationship Banker to join our team. As a Relationship Banker, you will be responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources. You will also be responsible for accurately and...


  • Milton, Massachusetts, United States Regions Bank Full time

    About the RoleThe Relationship Banker II at Regions Bank is a key position that requires a strong understanding of customer needs and a passion for delivering exceptional financial solutions. As a Relationship Banker II, you will be responsible for building and maintaining strong relationships with customers, identifying their financial goals, and providing...


  • Milton, Massachusetts, United States Regions Bank Full time

    About the RoleThe Relationship Banker II at Regions Bank is a key position that requires a strong understanding of customer needs and a passion for delivering exceptional financial solutions. As a Relationship Banker II, you will be responsible for building and maintaining strong relationships with customers, identifying their financial goals, and providing...


  • Milton, Massachusetts, United States Regions Bank Full time

    About the RoleThe Relationship Banker II at Regions Bank is a key position that requires a strong understanding of customer needs and a passion for delivering exceptional financial solutions. As a Relationship Banker II, you will be responsible for building and maintaining strong relationships with customers, identifying their financial goals, and providing...


  • Milton, Massachusetts, United States Regions Bank Full time

    Job SummaryAt Regions Bank, we are seeking a skilled Relationship Banker II to join our team. As a key member of our banking team, you will be responsible for building and maintaining strong relationships with our customers, identifying their financial needs, and providing personalized solutions to meet those needs.Key ResponsibilitiesMeet with customers and...

  • Relationship Banker II

    4 months ago


    Milton, United States Regions Bank Full time

    Description : At Regions, the Relationship Banker II is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate products, services, and guidance to achieve their financial goals. This role offers an exciting opportunity for...


  • West Milton, Pennsylvania, United States Susquehanna Community Bank Full time

    Job TypeFull-timeOverviewAre you enthusiastic about assisting clients with their financial aspirations? At Susquehanna Community Bank, we recognize that community banking thrives on reliable relationships, and our approach is distinctly personalized. Our committed team members provide an enhanced banking experience and outstanding customer service to our...


  • Milton Mills, New Hampshire, United States Partners Bank Full time

    Department: Retail LendingReports to: Senior Retail Banking ManagerSupervises: N/AStatus: Full Time / Exempt / On-Site OnlyLevel: Level 4Authorization to work in the United States is required. Relocation assistance is not available.Partners Bank is a dynamic community banking institution operating in Maine and New Hampshire, committed to delivering...