Relationship Banker

Relationship Banker

London Full-Time 28800 - 43200 £ / year (est.) No home office possible
Bank of America

At a Glance

  • Tasks: Engage clients, assist with transactions, and build relationships to meet financial goals.
  • Company: Join a leading bank focused on enhancing clients' financial lives through innovative solutions.
  • Benefits: Enjoy flexible hours, competitive pay, and opportunities for growth in a supportive environment.
  • Why this job: Make a real impact by helping clients achieve their financial dreams while developing valuable skills.
  • Qualifications: Enthusiastic self-starter with strong communication skills; experience in sales and cash handling preferred.
  • Other info: Flexible weekend hours may be required; perfect for those looking to kickstart their career in finance.

The predicted salary is between 28800 - 43200 £ per year.

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Description

:
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 conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.

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 to do what is right for clients and the bank, 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

Required Qualifications:
• 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 our 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 (for example, 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.

Desired 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

Minimum Education Requirement:
• High School Diploma / GED / Secondary School or equivalent

Shift:

1st shift (United States of America)

Hours Per Week:

40

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Relationship Banker employer: Bank of America

As a Relationship Banker, you will thrive in a dynamic and supportive work environment that prioritises client engagement and financial education. Our company fosters a culture of collaboration and continuous learning, offering ample opportunities for professional growth and development while ensuring a rewarding experience for both employees and clients. Located in a vibrant community, we provide unique advantages such as flexible working hours and a strong commitment to employee well-being, making us an excellent employer for those seeking meaningful and impactful careers in the financial services sector.
Bank of America

Contact Detail:

Bank of America Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Relationship Banker

✨Tip Number 1

Familiarise yourself with the latest banking technologies and self-service resources. Being able to confidently educate clients on mobile banking, online banking, and ATMs will set you apart during your interactions.

✨Tip Number 2

Practice your communication skills by engaging in conversations with friends or family about financial topics. This will help you feel more comfortable discussing clients' financial needs and solutions.

✨Tip Number 3

Network with professionals in the financial services industry. Attend local events or join online forums to learn from others and gain insights that can enhance your understanding of client relationship management.

✨Tip Number 4

Demonstrate your problem-solving skills by preparing examples of how you've successfully addressed challenges in previous roles. This will showcase your ability to think critically and adapt to clients' needs.

We think you need these skills to ace Relationship Banker

Customer Service Skills
Relationship Building
Effective Communication
Problem-Solving Skills
Cash Handling Experience
Financial Services Knowledge
Sales Experience
Time Management
Adaptability
Business Acumen
Client Solutions Advisory
Pipeline Management
Referral Management
Critical Thinking

Some tips for your application 🫡

Understand the Role: Before applying, make sure you fully understand the responsibilities of a Relationship Banker. Familiarise yourself with the key tasks such as engaging clients, processing transactions, and building relationships to meet financial needs.

Tailor Your CV: Highlight relevant experience in financial services, sales, and customer service on your CV. Use specific examples that demonstrate your ability to build relationships and solve problems for clients.

Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the bank's mission. Mention how your skills align with the job requirements, particularly your ability to educate clients on self-service banking technologies.

Showcase Your Soft Skills: In your application, emphasise your adaptability, communication skills, and problem-solving abilities. These are crucial for a Relationship Banker, so provide examples of how you've successfully used these skills in past roles.

How to prepare for a job interview at Bank of America

✨Know Your Financial Products

Familiarise yourself with the bank's financial products and services. Be prepared to discuss how these can meet clients' needs, as this shows your understanding of the role and your ability to connect clients with suitable solutions.

✨Demonstrate Relationship Building Skills

Prepare examples of how you've successfully built relationships in previous roles. Highlight your ability to engage clients in meaningful conversations and how you’ve helped them achieve their financial goals.

✨Showcase Your Problem-Solving Abilities

Think of specific instances where you've identified a problem and provided a solution. This is crucial for a Relationship Banker, as clients will rely on you to help navigate their financial challenges.

✨Practice Effective Communication

Since the role involves engaging with clients, practice clear and confident communication. Be ready to explain complex banking concepts in simple terms, demonstrating your ability to educate clients on self-service technologies.

Bank of America
  • Relationship Banker

    London
    Full-Time
    28800 - 43200 £ / year (est.)

    Application deadline: 2027-08-04

  • Bank of America

    Bank of America

    1904

    Bank of America is one of the world’s leading financial institutions; we support 66 million customers in finance, from individuals, to businesses, governments and institutions. Here, you’ll discover a career with global and local impact. You’ll work in a collaborative team with responsibilities from day one, and plenty of opportunities to shape your career.

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