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- 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 exceptional service.
- Benefits: Enjoy flexible hours, potential for remote work, and a supportive team environment.
- Why this job: Make a real impact on clients' financial journeys while developing valuable skills in banking.
- Qualifications: High school diploma required; experience in financial services and sales is a plus.
- Other info: Must be adaptable and willing to work weekends or extended hours as needed.
The predicted salary is between 21600 - 36000 £ 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
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 knowledgeable about mobile banking, online banking, and ATMs will not only help you assist clients effectively but also demonstrate your commitment to improving their financial lives.
✨Tip Number 2
Practice your communication skills by engaging in conversations with friends or family about financial topics. This will help you become more comfortable discussing financial solutions and building relationships with clients, which is crucial for a Relationship Banker.
✨Tip Number 3
Network with professionals in the financial services industry. Attend local events or join online forums to connect with others who can provide insights into the role and share tips on how to excel as a Relationship Banker.
✨Tip Number 4
Stay updated on current financial products and services. Understanding the offerings of your potential employer will allow you to confidently discuss solutions with clients and show that you're proactive about meeting their needs.
We think you need these skills to ace Relationship Banker
Some tips for your application 🫡
Understand the Role: Before applying, make sure to thoroughly understand the responsibilities and qualifications of a Relationship Banker. This will help you tailor your application to highlight relevant experiences.
Tailor Your CV: Customise your CV to reflect the skills and experiences that align with the job description. Emphasise your customer service experience, sales achievements, and any relevant financial services knowledge.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Use specific examples from your past experiences to demonstrate how you meet the qualifications and can contribute to the client experience.
Highlight Soft Skills: In your application, make sure to highlight soft skills such as adaptability, problem-solving, and relationship building. These are crucial for a Relationship Banker and should be evident in your examples.
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 will demonstrate your understanding of the role and your ability to connect clients with suitable solutions.
✨Showcase Your Relationship-Building Skills
Prepare examples from your past experiences where you successfully built relationships with clients. Highlight your ability to engage in deep conversations and understand their financial priorities, as this is crucial for a Relationship Banker.
✨Demonstrate Problem-Solving Abilities
Be ready to discuss scenarios where you've had to think critically and solve problems for clients. This will showcase your adaptability and your commitment to acting in the best interest of the client.
✨Practice Effective Communication
Since the role requires engaging with clients confidently, practice articulating your thoughts clearly. Consider mock interviews or role-playing exercises to enhance your communication skills, ensuring you can convey complex information simply.
