Relationship Banker - Cambridge, MA
Bank of America Corporation
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
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
- 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 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
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Shift:
1st shift (United States of America)Hours Per Week:
40- ...Retail Banker I The Retail Banker I is a customer liaison that is integral to delivering TD's Brand promise by utilizing financial... ...Customers achieve their financial goals and optimize their relationship with TD. Depth & Scope: Proficient in products, services...SuggestedWork at office
- ...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...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
- TD is seeking a Retail Banker I in Cambridge, MA to serve as a customer liaison, applying financial expertise and consultative advice to address banking needs and grow customer relationships. The role emphasizes delivering the TD Brand promise and achieving branch objectives...Suggested
$24.25 - $32.5 per hour
...Business Personal & Commercial Banking Job Description The Retail Banker I is a customer liaison that is integral to delivering TD’s... ...Customers achieve their financial goals and optimize their relationship with TD. Depth & Scope Proficient in products, services and routine...SuggestedWork at officeLocal areaWork from homeFlexible hours- ...Associate Relationship Banker At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing...SuggestedAfternoon shift
- ...making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Relationship Banker in a Chase Branch, you will represent our brand and culture with...Immediate startAfternoon shift
- ...Financial Consultants (FC) and their practice clients. Through your developed expertise, you will deepen new and existing client relationships, uncovering business development opportunities and learning from your Sr. FC all along the way. You’ll support the growth and...Local area
$23.84 - $39.74 per hour
...M&T Bank is seeking a retail sales professional in Boston, MA to identify customer needs and enhance their banking experience. In... ...focal point for customer engagement through proactive outreach and relationship management. The ideal candidate will have a high school diploma...Hourly pay- ...Bank of America in Boston, MA seeks a client-focused professional to engage clients in the lobby, educate them, and assist with... ...clients to suitable solutions. The role emphasizes building trusted relationships, following bank processes, and delivering exceptional client...
- ...with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service... ...satisfaction. Deliver exceptional client experience as a Relationship Banker, embodying our commitment to hospitality and client care. #J-1...Immediate startAfternoon shift
- ...Relationship Banker At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity...Afternoon shift
- ...Private Client Banker You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion...Immediate startAfternoon shift
$38.25k
...Relationship Banker Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric...Hourly payFull timeContract workWork experience placementWork at officeShift workAfternoon shift- ..., making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost...Immediate startAfternoon shift
- ..., making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost...Afternoon shift
$50k
...and generosity programs. Develop and maintain genuine, long-term relationships based on trust and understanding, with the ability to serve... ...plan Get notified about new Financial Advisor jobs in Boston, MA . Greater Boston $50,000.00 - $100,000.00 2 weeks ago Braintree...Full timeLocal area- ## Financial Advisor - Cambridge, MassachusettsPostulerremote type: Sur placelocations: Cambridge, Massachusettstime type: Temps pleinposted... ..., responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve...Temporary workWork at officeLocal areaWork from homeFlexible hours
$80k - $110k
...Associate - Corporate Finance - Turnaround & Restructuring - Boston, MA Location: Boston, MA Position Type: Full time Requisition ID... ...globe. Our unique structure nurtures the interdisciplinary relationships that give us the edge, laying the groundwork for more informed...Full timeInterim roleInternshipLocal area$99k - $150k
...accounting, preferably focusing on alternative investment asset managers SEC/BDC reporting and CLO experience is a plus LOCATION: Boston, MA. 3 days/week in office These in office requirements may change based on the needs of the business. OTHER DUTIES: For Massachusetts:...Work at office3 days per week$99k - $155k
...Microsoft Office suite (Excel, Word, etc.) Excellent verbal and writing skills CPA or advanced certification a plus LOCATION : Boston, MA. 3 days/week in office. These in office requirements may change based on the needs of the business. OTHER DUTIES: For Massachusetts...Work at office3 days per week- Work Location: Cambridge, Massachusetts, United States of America. Hours: 40. Pay Details: $72,280 - $108,160 USD TD is committed to... ...contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve...Work experience placementWork at officeLocal areaWork from homeFlexible hours
- About the role The Investor role is a full‑filled member of the investment team and will advocate for potential investments, discuss strategy, and conduct diligence. We’re looking for someone to push our thinking We’re looking for someone to push our thinking and help find...Work experience placementWork at officeWork from home3 days per week
- TD in Brookline, MA, is seeking a banking professional to acquire and deepen client relationships by delivering personalized solutions that support financial well-being. You will engage clients, conduct needs-based discovery, and present TD products clearly while maintaining...
- TD Bank Jamaica Plain, MA is seeking a Retail Banker I to serve as a customer liaison, using financial expertise and consultative advice to help... ...on TD’s product suite and building lasting customer relationships. As a Retail Banker I, you will engage customers in needs...
- Rockland Trust Company is seeking a Relationship Banker in Somerville, MA to foster rewarding customer relationships. As a Relationship Banker, your role involves engaging with clients, identifying their financial needs, and offering tailored banking solutions. We value...
- Abdul Latif Jameel Poverty Action Lab (J-PAL) Global in Cambridge, MA, seeks a Senior Finance & Operations Manager to lead financial operations and grants management for key initiatives, reporting to the Finance Lead. The role blends university governance with international...
$20 - $28.9 per hour
...experience, and specific work location. Location: Brighton, MA Purpose/Objective: The Sr. Universal Banker position will be responsible to perform the job... ...proactively develop, retain, and expand customer relationships. Cultivate relationships, promote Beacon Bank's...Work at officeFlexible hours- ...Chase is hiring an Associate Relationship Banker to welcome clients in-branch, understand their financial needs, and offer thoughtful solutions using the latest banking technology. You will help clients navigate Chase Mobile, Chase.com, and ATM solutions while delivering...
- ...Overview Join Mascoma Bank’s Retail Team as a Relationship Banker II and help us improve our clients' financial being! At Mascoma Bank, we aim to provide exceptional customer service while enhancing the lives of our customers and communities. The Relationship Banker II...Early shift
- ...Bank of America in Wakefield, MA is hiring for a role focused on engaging clients in-branch, educating them on self-service options, and processing cash transactions. You will build relationships, understand client financial goals, and connect them to suitable solutions...Flexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Relationship Banker - Cambridge, MA. Be the first to apply!


