Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Relationship Banker - New Haven Area

Bank of America ATM

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 is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

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.

• 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

Vacancy posted 18 days ago
Similar jobs that could be interesting for youBased on the Relationship Banker - New Haven Area in New Haven, CT vacancy
  • $22.61 - $37.67 per hour

     ...Primary Responsibilities: Play key role in Relationship Management (customer assessments,...  ...services to address needs of clients Onboard new customers through customer outreach (...  ...specific compensation. Location: North Haven, Connecticut, United States of America... 
    Suggested
    Hourly pay

    M&T Bank

    North Haven, CT
    3 days ago
  •  ...client dedication and engagement to develop long-lasting positive relationships with Fidelity. It is our mission for the Financial...  ...Serve as a technology champion within the branch, embracing new tools as an early adopter and sharing knowledge to enhance team... 
    Suggested
    Full time

    Fidelity Investments

    New Haven, CT
    4 days ago
  •  ...risk culture and strives for operational excellence • Builds relationships with clients to meet financial needs • Follows established processes...  ...financial lives. • Is confident in identifying solutions for new and existing clients based on their needs. • Communicates... 
    Suggested
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America Corporation

    New Haven, CT
    13 days ago
  • $1,000 per month

    Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...
    Suggested
    Full time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    New Haven, CT
    2 days ago
  • $23 - $31 per hour

     ...Roving Associate Personal Banker (SAFE) Wells Fargo is...  ...geography, building relationships with customers by supporting...  ...an assigned geographic area, covering for banker...  ...Adapt quickly to new branch environments, teams...  ...Washington Ave, NORTH HAVEN, CT ~224 Chase Ave, WATERBURY... 
    Suggested
    Work experience placement
    Flexible hours

    Wells Fargo

    Wallingford, CT
    4 days ago
  • Location: 322 Main Street - West Haven, Connecticut 06516 Job Summary...  .... The Private Client Banker (PCB) is part of the Key Private...  ...will focus on the entire client relationship with a plan-based approach to...  ...investable assets. The PCB helps new and existing clients achieve confidence... 
    Work experience placement
    Day shift

    KeyBank

    West Haven, CT
    2 days ago
  • $20.55 - $34.25 per hour

     ...and Business Banking customer relationships and lead with inquiries to identify...  ...interacting with appropriate areas within the Bank to ensure...  ...of the customer, inclusive of new account opening or loan origination...  .... Location: West Haven, Connecticut, United States of... 
    Hourly pay

    M&T Bank

    West Haven, CT
    2 days ago
  • $105k - $174k

     ...to a better tomorrow. Whether you are a current resident of our New Haven-based community, eligible for opportunities through the New...  ...implementing the principles for the finance and administration area to meet needs across the University. This position will recommend... 
    Work at office
    Local area

    Yale University

    New Haven, CT
    3 days ago
  • $25 - $38.46 per hour

     ...Private Client Banker Location: 2856 Whitney Avenue - Hamden, Connecticut 06518 Job...  ...Program and will focus on the entire client relationship with a plan-based approach to financial...  ...$2M in investable assets. The PCB helps new and existing clients achieve confidence in... 
    Hourly pay
    Work experience placement
    Day shift

    KeyCorp

    Hamden, CT
    1 day ago
  •  ...The Northwestern Mutual Wengzn District in New Haven, CT is seeking a Financial Representative to help individuals and businesses achieve...  ...solutions and financial planning. You will build long‑term relationships with clients, assess needs, and tailor solutions. Join a... 
    Flexible hours

    The Wengzn District - Northwestern Mutual

    New Haven, CT
    3 days ago
  •  ...Northwestern Mutual seeks College Financial Representatives for its internship program in New Haven, CT. Interns will build an integrated financial planning practice while receiving guidance and support from experienced professionals. Responsibilities include networking... 
    Full time
    Internship
    Flexible hours

    Northwestern Mutual

    New Haven, CT
    4 days ago
  •  ...Make a difference - for us and for your future. Position Title: Relationship Banker Business Unit: Retail Reports to: Varies Based On Assignment...  ...applicants. Responsible for completion and lifecycle of all new and existing relationships according to consumer bank... 
    Work at office
    Night shift

    First National Bank Of Pennsylvania

    Stratford, CT
    5 days ago
  •  ...financial practices. Our office is located at: 555 Long Wharf Dr New Haven, CT 06511 Follow this link to hear about a Day in the Life...  ...financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing... 
    Work at office
    Visa sponsorship
    Flexible hours

    The Wengzn District - Northwestern Mutual

    New Haven, CT
    7 days ago
  • $57k - $60k

     ...to join our team of professionals at our branch location in New Haven, CT . The starting salary range for a new hire in this role is...  ...delivering an exceptional member experience, build and deepening relationships, and helping consumer and small business members succeed... 
    Full time
    Flexible hours

    Affinity Federal Credit Union

    New Haven, CT
    2 days ago
  •  ...Associate Banker At Chase, we are passionate about creating memorable experiences for...  ..., and understood. We build lasting relationships by doing the right thing, exceeding expectations...  ...and maintenance as well as opening new accounts, while complying with all policies... 

    JPMorgan Chase

    Guilford, CT
    5 days ago
  •  ...LLC is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward... 
    Work at office
    Immediate start

    T3 Trading Group

    New Haven, CT
    2 days ago
  • $92k - $115k

     ...following job description: Serve as primary relationship manager for a portfolio of financially...  ...upon job entry], serves to establish new managed portfolio of financially complex...  ...appropriate to mass affluent clients. Premier Bankers should deliver a level of personalized,... 
    Full time
    Part time
    Work at office
    Shift work
    Day shift

    Truist Inc

    Woodbridge, CT
    2 days ago
  • $20.67 - $31.25 per hour

     ...Personal Banker Location: 741 North Colony Road - Wallingford, Connecticut 06492 Job Summary...  ...Personal Banker will work toward attracting new clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals,... 
    Hourly pay
    Work experience placement
    Day shift

    KeyCorp

    Wallingford, CT
    13 hours ago
  • $61k - $119k

     ...financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and...  ...client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    New Haven, CT
    3 days ago
  •  ...provides in person and virtual counseling for all participants, new entrants, prospects, beneficiaries and their legal and...  ...clients and company initiatives. Develops and maintains strong relationship with Institutional Plan Sponsors. Educational Requirements... 
    Hourly pay
    Work experience placement
    Work at office
    Immediate start
    Remote work
    Flexible hours
    3 days per week

    TIAA

    Hamden, CT
    4 days ago
  • $61k - $119k

     ...financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing...  ...’s financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training... 
    Work at office

    UNAVAILABLE

    New Haven, CT
    5 days ago
  •  ...Rewarding Career: Build Direct Client Relationships: Professionals from healthcare, whether...  ..., they know that each life stage brings new financial planning needs. Your ambition,...  ...office is located at: 555 Long Wharf Dr New Haven, CT 06511 Meet Mike, Managing... 
    Work at office
    Visa sponsorship
    Flexible hours

    The Wengzn District - Northwestern Mutual

    New Haven, CT
    9 days ago
  • $45.76k - $54.5k

     ...outbound calling and supporting Integrated Relationship Management (IRM) activities. ESSENTIAL...  ...guidelines. 8. Serve as secondary contact for new account openings and problem resolution,...  ..., policies and procedures Universal Banker The annual base salary for this position... 
    Full time
    Part time
    Work at office
    Shift work
    Night shift
    Weekend work
    Day shift

    Truist Inc

    Woodbridge, CT
    2 days ago
  •  ...Retail Branch team, the Universal Banker-Float is accountable for...  ...expand and strengthen client relationships while processing a variety of...  ...position requires knowledge in the areas of client experience, client...  ...appointments. Open new accounts, including checking,... 
    Part time
    Local area

    Ascend Bank

    North Haven, CT
    23 days ago
  • $125k - $175k

     ...Business Development Financial Advisor who will assist in bringing in new clients through our custodial distribution channels. A...  ...following, among others: Responsibilities Develop Client Relationships: Work directly within custodial distribution channels in their... 
    Temporary work
    Work at office
    Local area
    Immediate start
    Flexible hours

    CAPTRUST

    New Haven, CT
    1 day ago
  • $94.4k - $157.4k

     ...Responsible for an assigned portfolio of loan and deposit relationships with small business clients. Solicit new business; manage risk and credit decisions; and...  ...will inform their specific compensation.LocationNew Haven, Connecticut, United States of... 
    Full time

    M&T Bank

    New Haven, CT
    1 day ago
  •  ...and evidence of leadership potential in areas such as curriculum development, program administration...  ...research and are encouraged to explore new ideas, develop innovative pedagogies, and...  ...activities ~Helping strengthen relationships with industry partners, alumni, and... 
    Full time

    Quinnipiac University

    Hamden, CT
    15 days ago
  • $20.55 - $34.25 per hour

     ...to Consumer and Business Banking customer relationships and lead with inquiries to identify...  ...responsible for interacting with appropriate areas within the Bank to ensure branch-related...  ...banking needs of the customer, inclusive of new account opening or loan origination,... 
    Hourly pay

    M&T Bank

    Branford, CT
    1 day ago
  • $28.85 - $33.65 per hour

     ...risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleRequired...  ...in managing time and capacityExperience in cultivating client relationships, assessing needs and recommending solutionsSuccess creating... 
    Hourly pay
    Full time
    Temporary work
    Work at office
    Flexible hours
    Day shift

    Bank of America

    Wallingford, CT
    1 day ago
  • $105k - $174k

    Working at Yale means contributing to a better tomorrow. Whether you are a current resident of our New Haven-based community, eligible for opportunities through the New Haven Hiring Initiative, or a newcomer, interested in exploring all that Yale has to offer, your talents... 
    Work at office

    Yale University

    New Haven, CT
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Relationship Banker - New Haven Area. Be the first to apply!