Relationship Banker - Longmeadow / Enfield Area

Bank of America Bank of America · Banking · Enfield +2

This role is for a Relationship Banker at Bank of America. The primary responsibilities include engaging clients to educate them on self-service banking options, processing transactions, and understanding clients' financial needs to connect them with appropriate solutions. The role emphasizes building client relationships, adhering to risk and regulatory guidelines, and driving the client experience.

What you'd actually do

  1. Engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM.
  2. Accurately and efficiently processing cash transactions for clients as needed.
  3. 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.
  4. Executes the bank's risk culture and strives for operational excellence
  5. Builds relationships with clients to meet financial needs

Skills

Required

  • enthusiastic
  • highly motivated self-starter
  • strong work ethic
  • intense focus on results
  • acting in the best interest of the client
  • Collaborates effectively
  • building and nurturing strong relationships
  • Displays passion, commitment and drive
  • confident in identifying solutions
  • Communicates effectively and confidently
  • comfortable engaging all clients
  • ability to learn and adapt
  • confident in educating clients on self-service technologies
  • Applies strong critical thinking and problem-solving skills
  • Follows established processes and guidelines
  • Efficiently manages time and capacity
  • Focuses on results
  • flexible to work weekends and/or extended hours

Nice to have

  • financial services experience
  • knowledge of financial services industry, products and solutions
  • demonstrated successful sales experience
  • cash handling experience
  • Bachelor's Degree or business-relevant Associate’s Degree

What the JD emphasized

  • adhering to all applicable laws and regulations