Relationship Banker
Not Disclosed•Full-TimeOn-site
location_onConvenientMD Urgent Care, 950, Main Street, Westbrook, Cumberland County, Maine, 04092, United States
About Bank of America
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We drive Responsible Growth by delivering for our clients, teammates, communities, and shareholders every day. Being a Great Place to Work is core to how we achieve this, including our commitment to an inclusive workplace, developing exceptional talent, and supporting our teammates' physical, emotional, and financial wellness.
About the Role
This role is designed to be the first point of contact for clients entering the financial center. You will engage clients in the lobby to educate and assist them with conducting transactions through self-service resources, such as mobile banking, online banking, or ATMs. Beyond transactional support, you will have the opportunity to have deep conversations with clients to gain in-depth knowledge of their financial and life priorities, connecting them to solutions that meet their specific financial goals.
You will manage financial center traffic, appointments, and outbound calls effectively while driving a superior client experience. This position requires a balance of operational excellence and relationship building, ensuring that every interaction is conducted with integrity and in the best interest of the client.
Work Environment
Bank of America is committed to an in-office culture with specific requirements for office-based attendance. Flexibility is allowed based on role-specific considerations, but this position is based in a financial center. The role operates on the 1st shift, 40 hours per week, and may require working weekends or extended hours. Team members may also be required to travel to other financial center locations within a reasonable distance.
Equal Opportunity
Bank of America is an equal opportunity employer committed to diversity and inclusion. We consider qualified applicants regardless of background, race, gender, age, religion, disability, or veteran status.
Note: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.
Work location
Work model: On-site
ConvenientMD Urgent Care, 950, Main Street, Westbrook, Cumberland County, Maine, 04092, United States
Westbrook, Maine
Key Responsibilities
- check_circleAccurately and efficiently process cash transactions for clients
- check_circleBuild relationships with clients to meet their financial needs
- check_circleManage financial center traffic, appointments, and outbound calls
- check_circlePartner with experts in small business, lending, and investments to grow business knowledge
- check_circleDrive the client experience by connecting clients to appropriate financial solutions
- check_circleEngage clients in the lobby to educate and assist with self-service transactions
- check_circleAdhere to established processes, guidelines, and all applicable laws and regulations
Requirements
- verifiedHigh School Diploma / GED / Secondary School or equivalent
- verifiedMust be able to work weekends and/or extended hours
- verifiedMust be able to travel to any financial center location within a reasonable distance
Nice to Have
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.
Similar Job Opportunities
Skills, education and keywords
Skills: Mobile Banking, Online Banking, Atm, Cash Handling, Sales, Financial Services.
Education: High School Diploma / GED / Secondary School or equivalent; Bachelor's Degree in business or related field; Associate's Degree in business management, administration, or finance.
Frequently asked questions about Relationship Banker at Bank of America
What does a Relationship Banker at Bank of America do?expand_more
A Relationship Banker at Bank of America is responsible for the following: Accurately and efficiently process cash transactions for clients; Build relationships with clients to meet their financial needs; Manage financial center traffic, appointments, and outbound calls; and Partner with experts in small business, lending, and investments to grow business knowledge.
What are the requirements for this Relationship Banker role?expand_more
To qualify for the Relationship Banker at Bank of America position, applicants should have: High School Diploma / GED / Secondary School or equivalent; Must be able to work weekends and/or extended hours; and Must be able to travel to any financial center location within a reasonable distance.
Where is the Relationship Banker role at Bank of America located?expand_more
Relationship Banker at Bank of America is based in ConvenientMD Urgent Care, 950, Main Street, Westbrook, Cumberland County, Maine, 04092, United States. This is a on-site role.
Is this Relationship Banker job remote, hybrid, or on-site?expand_more
Bank of America has listed this Relationship Banker role as on-site.
How much experience is required for this Relationship Banker role?expand_more
Relationship Banker at Bank of America typically requires 1+ years of relevant experience at the entry level level.
What skills do you need for the Relationship Banker role at Bank of America?expand_more
Key skills for Relationship Banker at Bank of America include Mobile Banking; Online Banking; Atm; Cash Handling; Sales; and Financial Services.
What education is required for Relationship Banker at Bank of America?expand_more
Educational requirements for this role: High School Diploma / GED / Secondary School or equivalent; Bachelor's Degree in business or related field; and Associate's Degree in business management, administration, or finance.
What category does the Relationship Banker role belong to?expand_more
Relationship Banker at Bank of America is part of the accounting & finance job category on Recrutus.