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 a month ago
Similar jobs that could be interesting for youBased on the Relationship Banker - New Haven Area in New Haven, CT vacancy
  •  ...seeking a Senior Business Banking Relationship Manager (LO) to be part of our...  .... Learn more about the career areas and lines of business at...  ..., you will:Source and onboard new business clients through strategic...  ...Location:956 Chapel St. NEW HAVEN, CT 06510Pay RangeReflected is... 
    Suggested
    Full time
    Work experience placement
    Work at office
    Local area

    Wells Fargo

    New Haven, CT
    15 hours ago
  • $22.15 - $26.58 per hour

     ...alternative application process. Relationship Banker II Full-time Regular West Haven, CT, US 3 days ago Requisition ID:...  ...and mobile banking, and submitting new membership and loan applications....  ...information. Identify and communicate areas for continual improvement of... 
    Suggested
    Hourly pay
    Full time
    H1b
    Local area

    USALLIANCE Financial

    West Haven, CT
    3 days ago
  •  ...help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust...  ...the skills you’ve learned in ADP by beginning to build a new portfolio of affluent and high net worth clients. As a successful... 
    Suggested
    Traineeship
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America Corporation

    New Haven, CT
    4 days ago
  • $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
    15 hours 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
    1 day ago
  •  ...Bank of America in New Haven CT is seeking a customer-facing associate to engage clients in the lobby, educate them on self-service...  ...cash transactions accurately and efficiently. You will build relationships, follow risk and compliance guidelines, and collaborate with... 
    Weekend work

    Bank of America

    New Haven, CT
    3 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... 
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America Corporation

    New Haven, CT
    25 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...
    Full time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    New Haven, CT
    1 day 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 North Haven, Connecticut, United States of... 
    Hourly pay

    M&T Bank

    North Haven, CT
    2 days ago
  •  ...communities for the better. As a Financial Relationship Banker, you play a key role in looking out for...  ...Influence, a disciplined sales process, new customer follow-up program, and sourcing...  ...and referring customers to other areas of the bank to deepen relationships and... 
    Full time
    H1b
    Work at office
    Remote work
    Work from home
    Flexible hours

    0101 The Huntington National Bank

    Milford, 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
    15 hours ago
  • $85k - $145k

     ...into Custom WealthSuccessful onboarding or transitioning of 10-50 new clients a year to obtain a client book size of 250...  ...Presidents and Managing Directors as a subject matter expert (SME) in the areas of investments, tax, pension, estate, insurance, and general financial... 
    Temporary work
    Work at office
    Local area
    Monday to Friday
    Flexible hours

    Mercer Advisors

    Woodbridge, CT
    1 day 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
    3 days ago
  • $21.5 - $26 per hour

    ## Banking Center Relationship Banker 2Applylocations: Stratford, CTtime type: Full timeposted on: Posted Todayjob requisition id: R26\_000000...  ...support to fellow bankers. Act as a role model and help onboard new bankers.**Skills and Abilities*** Demonstrated success in... 
    Hourly pay
    Flexible hours
    Weekend work

    Webster Bank group

    Stratford, CT
    15 hours ago
  •  ...effectively to get things done, building and nurturing strong relationships. Displays passion, commitment and drive to deliver an experience...  ...clients’ financial lives. Is confident in identifying solutions for new and existing clients based on their needs. Communicates... 
    Flexible hours
    Weekend work

    Jobtailor

    Ansonia, CT
    3 days ago
  •  ...Key Bank communities. The Private Client Banker (PCB) is part of the Key Private Client 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... 
    Flexible hours
    Day shift

    Key Bank

    Hamden, CT
    1 day 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
    Work from home
    Visa sponsorship
    Flexible hours

    The Wengzn District - Northwestern Mutual

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

    The Wengzn District - Northwestern Mutual

    New Haven, CT
    1 day ago
  •  ...candidates are intended to become a Retail Personal Banker I after completing a 9 week on-boarding and...  ...The Personal Banker I maintains focus on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not... 
    Work experience placement
    Work at office

    Fifth Third

    Woodbridge, CT
    1 day ago
  •  ...Connecticut; Mystic, Connecticut; Springfield, Massachusetts; New Haven, Connecticut; Fairfield, Connecticut To proceed with your...  ...help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe... 
    Interim role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

    New Haven, CT
    15 hours ago
  • $22.61 - $37.67 per hour

     ...business customers. Primary Responsibilities Play key role in Relationship Management, Sales Process, and Risk Management. Complete basic...  ...and service options. Proactively reach out to clients, onboard new customers, establish trust with existing clients, schedule... 
    Hourly pay

    M&T Bank

    Seymour, CT
    2 days ago
  •  ...Private Client Banker Location: 1248 Dixwell Avenue - Hamden, Connecticut 06514 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... 
    Day shift

    KeyCorp

    Hamden, CT
    3 days ago
  • $60k

     ...entrepreneurial environment. Someone who builds relationships centered on trust, open communication,...  ...diversity, inclusion, acceptance and new ideas Full financial support for all licenses...  ...: Bachelor's (Required) Location: New Haven, CT (Required) *This position is hybrid (... 
    Full time
    Work at office
    Remote work

    Northwestern Mutual - New Haven

    New Haven, CT
    16 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
    2 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...  ...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
    1 day ago
  • $42.74k - $71.24k

     ...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
    Full time

    M&T Bank

    West Haven, CT
    1 day ago
  • $24 - $30 per hour

    : If you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial...
    Flexible hours
    Weekend work

    Webster Bank

    Wallingford, CT
    12 days ago
  • $23 - $31 per hour

     ...Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline role, you will build relationships with customers by supporting everyday...  ...Support everyday banking needs, including new account openings, service requests, and credit... 
    Work experience placement
    Flexible hours

    Wells Fargo

    Shelton, CT
    4 days ago
  • $18.5 - $23 per hour

     ...where you can expand your career potential, benefit from our robust development opportunities, and enjoy meaningful work! The Relationship Banker I role will provide services for Banking Center customers and assist the team in achievement of sales, service, and operation... 
    Hourly pay
    Flexible hours
    Weekend work

    Webster Bank

    Stratford, CT
    4 days ago
  •  ...and entrepreneurial Vice President, Commercial Banking Relationship Manager to lead business development efforts within our...  ...million. This is an opportunity for a proven commercial banker who thrives on creating new relationships, uncovering opportunities, and helping... 
    Full time
    Work experience placement
    Local area
    Free visa

    Wells Fargo

    Shelton, 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!