Social network you want to login/join with:
Relationship Banker - Montgomery Glen Financial Center, North Wales
col-narrow-left
Client:
Bank of America
Location:
Job Category:
Other
-
EU work permit required:
Yes
col-narrow-right
Job Reference:
27d8e55bc564
Job Views:
3
Posted:
23.05.2025
Expiry Date:
07.07.2025
col-wide
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, building and nurturing strong relationships
* Passionate, committed, and driven to improve clients’ financial lives
* Confident in identifying solutions based on client needs
* Effective and confident communicator, comfortable engaging all clients
* Ability to learn and adapt to new information and technology platforms
* Confident in educating clients on self-service banking transactions
* Strong critical thinking and problem-solving skills
* Adheres to established processes and guidelines, complying with laws and regulations
* Efficient time and capacity management
* Focuses on results while acting in the best interest of clients
* Flexible 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 in a salary plus incentive environment with individual sales goals
* Six months of cash handling experience
* Bachelor’s degree or relevant associate degree in business management, 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
#J-18808-Ljbffr