Jobs · Sales · Massachusetts

Relationship Banker - Saugus, MA Area

Bank of America · Peabody, MA · 1 mo ago
SalesFull-time

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We drive Responsible Growth and deliver for our clients, teammates, communities and shareholders every day. We foster an inclusive workplace where every teammate can succeed, build a career and contribute to our shared success, offering competitive and flexible benefits that support physical, emotional, and financial wellness.

About the role

This position engages clients in the lobby to educate and assist with conducting transactions through self‑service resources such as mobile banking, online banking, or ATMs. The role includes accurately and efficiently processing cash transactions for clients as needed and having deep conversations to understand clients’ financial and life priorities, connecting them to solutions that meet their 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 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.
  • Confident in identifying solutions for new and existing clients based on their needs.
  • Communicates effectively and confidently; comfortable engaging all clients.
  • Ability to learn and adapt to new information and technology platforms.
  • Confident in educating clients on 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.
  • Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance.

Desired Qualifications

  • Experience in financial services and knowledge of the industry, products and solutions.
  • One year of 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 (e.g., business management, business administration, 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.

Schedule

1st shift (United States of America), 40 hours per week.

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