Relationship Banker

Relationship Banker

Wells 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 on clients' financial journeys while developing valuable skills in a dynamic setting.
  • Qualifications: Enthusiastic self-starter with strong communication skills; experience in financial services is a plus.
  • Other info: Ideal for high school and college students 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 work environment that prioritises client engagement and operational excellence. Our company fosters a collaborative culture where employees are encouraged to grow their business knowledge and build meaningful relationships with clients, all while receiving comprehensive training and support. With a strong commitment to employee development and a focus on improving clients' financial lives, we offer a rewarding career path in a location that values community and connection.
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 as a knowledgeable candidate.

✨Tip Number 2

Develop your relationship-building skills by networking within the financial services industry. Attend local events or join online forums to connect with professionals who can provide insights and potentially refer you to opportunities.

✨Tip Number 3

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 needs with clients during interviews.

✨Tip Number 4

Research the bank's risk culture and operational excellence standards. Understanding these concepts will allow you to demonstrate your alignment with the bank's values and your commitment to doing what is right for clients.

We think you need these skills to ace Relationship Banker

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

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in financial services, sales, and customer service. Use keywords from the job description to demonstrate that you meet the qualifications.

Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and explains how your skills align with the responsibilities of a Relationship Banker. Mention specific examples of how you've built client relationships in the past.

Showcase Your Skills: In your application, emphasise your adaptability, problem-solving abilities, and communication skills. Provide examples of how you've successfully managed client interactions and transactions.

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 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

Think of scenarios where you had to solve a problem for a client or adapt to a challenging situation. This will showcase your critical thinking skills 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. You might want to role-play common client interactions to ensure you're comfortable discussing banking transactions and educating clients on self-service technologies.

Bank of America
  • Relationship Banker

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

    Application deadline: 2027-07-14

  • 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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