Relationship Banker
2 months ago
About the Role:
This role 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.
Key Responsibilities:
- Execute the bank's risk culture and strive for operational excellence
- Build relationships with clients to meet 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 (for example, ATM, online banking, mobile banking)
- Apply 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 manage time and capacity
- Focus on results, while acting in the best interest of the client
- Be able to work weekends and/or extended hours as needed
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 degree such as business management, business administration, or finance
- Bilingual language preferred - Spanish or Russian
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
Education:
High School Diploma / GED / Secondary School or equivalent
Work Schedule:
1st shift (United States of America)
Hours Per Week:
40
-
Relationship Banker
3 weeks ago
Lincoln, Lincolnshire, United Kingdom Bank of America Full timeAbout the Role:This role is responsible for building strong relationships with clients to understand their financial needs and provide personalized solutions. As a Relationship Banker, you will be the primary point of contact for clients, providing exceptional customer service and ensuring their banking needs are met.Key Responsibilities:Engage with clients...
-
Relationship Banker
3 weeks ago
Lincoln, Lincolnshire, United Kingdom Bank of America Full timeAbout the Role:This role is responsible for building strong relationships with clients to understand their financial needs and provide personalized solutions. As a Relationship Banker, you will be the primary point of contact for clients, providing exceptional customer service and ensuring their banking needs are met.Key Responsibilities:Engage with clients...
-
Relationship Banker
4 weeks ago
Lincoln, Lincolnshire, United Kingdom Bank of America Full timeAbout the Role:This role is responsible for building strong relationships with clients to understand their financial needs and provide personalized solutions. As a Relationship Banker, you will be the primary point of contact for clients, providing exceptional customer service and ensuring their banking needs are met.Key Responsibilities:Execute the bank's...
-
Relationship Banker
4 weeks ago
Lincoln, Lincolnshire, United Kingdom Bank of America Full timeAbout the Role:This role is responsible for building strong relationships with clients to understand their financial needs and provide personalized solutions. As a Relationship Banker, you will be the primary point of contact for clients, providing exceptional customer service and ensuring their banking needs are met.Key Responsibilities:Execute the bank's...
-
Relationship Banker
2 weeks ago
Lincoln, Lincolnshire, United Kingdom Bank of America Full timeJob Summary:This role 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.Key Responsibilities:Executes the bank's risk...
-
Relationship Banker
2 weeks ago
Lincoln, Lincolnshire, United Kingdom Bank of America Full timeJob Summary:This role 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.Key Responsibilities:Executes the bank's risk...
-
Relationship Banker
3 weeks ago
Lincoln, Lincolnshire, United Kingdom Bank of America Full timeJob SummaryThis role 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...
-
Banking Specialist
3 weeks ago
Lincoln, Lincolnshire, United Kingdom Bank of America Full timeJob Title: Banking SpecialistAt Bank of America, we are committed to helping our clients achieve their financial goals. As a Banking Specialist, you will play a critical role in building and deepening relationships with our clients by uncovering their financial needs and recommending the best products and services to meet those needs.Key...
-
Call Center Banking Specialist
7 days ago
Lincoln, Lincolnshire, United Kingdom Bank of America Full timeAbout This RoleWe're seeking a skilled and dedicated professional to join our team as an Advanced Client Solutions Specialist. This role is responsible for connecting clients with the breadth of solutions that Bank of America offers to help achieve their financial goals.Key ResponsibilitiesWorks with clients to build and deepen relationships by uncovering...
-
Advanced Client Solutions Specialist
2 weeks ago
Lincoln, Lincolnshire, United Kingdom Bank of America Full timeJob SummaryAt Bank of America, we are committed to helping our clients achieve their financial goals. As an Advanced Client Solutions Specialist, you will play a critical role in building and deepening relationships with our clients by uncovering their financial needs and recommending the best products and services to meet those needs.Key...
-
Banking Specialist
1 month ago
Lincoln, Lincolnshire, United Kingdom Bank of America Full timeAbout the RoleAt Bank of America, we're committed to helping our clients achieve their financial goals. As an Advanced Client Solutions Specialist, you'll play a critical role in building and deepening relationships with clients, uncovering their financial needs, and recommending tailored solutions to meet those needs.Key ResponsibilitiesWork with clients to...
-
Banking Specialist
1 month ago
Lincoln, Lincolnshire, United Kingdom Bank of America Full timeAbout the RoleAt Bank of America, we're committed to helping our clients achieve their financial goals. As an Advanced Client Solutions Specialist, you'll play a critical role in building and deepening relationships with clients, uncovering their financial needs, and recommending tailored solutions to meet those needs.Key ResponsibilitiesWork with clients to...
-
Relationship Banker
5 months ago
Lincoln, United Kingdom Bank of America Full timeDescription : 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...
-
Relationship Banker
2 months ago
Lincoln, United Kingdom Bank of America Full timeDescription : 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...
-
Call Center Banker- Specialist
3 months ago
Lincoln, United Kingdom Bank of America Full timeDescription : 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...
