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- Tasks: Engage clients, assist with transactions, and build financial relationships.
- Company: Join Bank of America, a leading financial institution dedicated to client success.
- Benefits: Enjoy flexible hours, competitive pay, and opportunities for growth.
- Why this job: Make a real impact on clients' financial lives while developing your skills in a supportive environment.
- Qualifications: Enthusiastic self-starter with strong communication skills; experience in sales is a plus.
- Other info: Must be flexible to work weekends and extended hours as needed.
The predicted salary is between 36000 - 60000 £ per year.
Relationship Banker – Worcester, MA area, Worcester
Client:
Bank of America
Location:
Worcester, United Kingdom
Job Category:
Other
EU work permit required:
Yes
Job Reference:
3695c961cac7
Job Views:
4
Posted:
29.06.2025
Expiry Date:
13.08.2025
Job Description:
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 their financial and life priorities and connecting clients to solutions that meet their 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:
- Enthusiastic, highly motivated self-starter with a strong work ethic and results-oriented mindset
- Effective collaborator with strong relationship-building skills
- Passionate about improving clients’ financial lives
- Confident in identifying solutions based on client needs
- Excellent communication skills and comfortable engaging with all clients
- Ability to learn and adapt to new information and technology
- Confidence in educating clients on self-service banking transactions
- Strong critical thinking and problem-solving skills
- Adherence to established processes and compliance with laws and regulations
- Efficient time and capacity management
- Results-focused while acting in clients\’ best interests
- Flexibility to work weekends and extended hours as needed
Desired Qualifications:
- Experience in financial services and knowledge of industry products and solutions
- At least one year of successful sales experience with individual sales goals
- Six months of cash handling experience
- Bachelor\’s Degree or relevant Associate’s Degree (e.g., business management, 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 - Worcester, MA area employer: Bank of America
Contact Detail:
Bank of America Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Relationship Banker - Worcester, MA area
✨Tip Number 1
Familiarise yourself with Bank of America's products and services. Understanding their offerings will help you engage clients more effectively and demonstrate your knowledge during conversations.
✨Tip Number 2
Practice your communication skills by role-playing client interactions with friends or family. This will boost your confidence in engaging with clients and help you articulate solutions clearly.
✨Tip Number 3
Network with current or former employees of Bank of America. They can provide valuable insights into the company culture and expectations, which can give you an edge in your interviews.
✨Tip Number 4
Stay updated on financial trends and news. Being knowledgeable about the industry will not only impress your interviewers but also enable you to have meaningful conversations with clients about their financial goals.
We think you need these skills to ace Relationship Banker - Worcester, MA area
Some tips for your application 🫡
Understand the Role: Before applying, make sure to thoroughly read the job description for the Relationship Banker position. Understand the key responsibilities and required qualifications so you can tailor your application accordingly.
Tailor Your CV: Customise your CV to highlight relevant experience and skills that align with the job requirements. Emphasise your relationship-building skills, cash handling experience, and any previous roles in financial services.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and explains why you are a great fit. Mention specific examples of how you've helped clients in the past and how you can contribute to improving their financial lives.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism.
How to prepare for a job interview at Bank of America
✨Know Your Financial Products
Familiarise yourself with the financial products and services offered by the bank. Being able to discuss these confidently will show your enthusiasm and preparedness for the role.
✨Demonstrate Relationship-Building Skills
Prepare examples of how you've successfully built relationships in previous roles. This could include specific instances where you identified client needs and provided tailored solutions.
✨Practice Active Listening
During the interview, practice active listening. Show that you can engage in deep conversations by asking insightful questions and responding thoughtfully to the interviewer's prompts.
✨Showcase Problem-Solving Abilities
Be ready to discuss scenarios where you've had to think critically and solve problems. Highlight your ability to adapt and find solutions that benefit both clients and the bank.
