Relationship Banker, Greater Framingham Area

About the Role

At Bank of America, the Relationship Banker engages clients in the lobby to educate and assist with conducting transactions through self-service resources. This role involves accurately and efficiently processing cash transactions, having deep conversations with clients to understand their financial priorities, and connecting them to solutions that meet their financial goals.

Key Responsibilities

• Executes the bank's risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows established processes and guidelines in daily activities, adhering to all applicable laws and regulations.
• Grows business knowledge and network by partnering with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls effectively.
• Drives the client experience.
• Manages cash responsibilities.

Requirements & Tech Stack

• Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
• Collaborates effectively to get things done, building and nurturing strong relationships.
• Displays passion, commitment, and drive to deliver an experience that improves clients’ financial lives.
• Is confident in identifying solutions for new and existing clients based on their needs.
• Communicates effectively and confidently, and is comfortable engaging all clients.
• Has the ability to learn and adapt to new information and technology platforms.
• Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (e.g., ATM, online banking, mobile banking).
• Applies 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 manages time and capacity.
• Focuses on results, while acting in the best interest of the client.
• Can be flexible to work weekends and/or extended hours as needed.
• Bilingual in Spanish or Portuguese required.

Qualifications

• High School Diploma / GED / Secondary School or equivalent.
• Experience in financial services and knowledge of financial services industry, products, and solutions (Desired).
• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals (Desired).
• Six months of cash handling experience (Desired).
• Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration, or finance (Desired).

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