Home
/
Account Management
/
Relationship Banker - Framingham, MA area - bilingual Portuguese Required
Relationship Banker - Framingham, MA area - bilingual Portuguese Required-September 2024
Framingham
Sep 9, 2025
ABOUT MERRILL
Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals and businesses. We focus on helping all clients pursue the
10,000+ employees
Financial Services
VIEW COMPANY PROFILE >>
About Relationship Banker - Framingham, MA area - bilingual Portuguese Required

  Job Description:

  At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

  One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

  Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

  Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

  Job Description:

  This role 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. This role also accurately and efficiently processes cash transactions for clients as needed. Relationship bankers have deep conversations with clients to gain in-depth knowledge of their financial and life priorities.

  A Relationship Banker (responsibilities):

  • Executes the bank's risk culture and strives for operational excellence

  • Builds relationships with individual clients to meet their 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

  You're a person who (required skills):

  • 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 your 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.

  You'll be more prepared if you have (desired skills):

  • 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 degree such as business management, business administration, or finance.

  Skills Used in this Role:

  • Customer Service

  • Risk Management

  • Consumer Products and Solutions

  • Overcoming Objections

  • Risk Management

  • Cash Management

  • Demonstrating Technology

  • Relationship Management

  • Active Listening

  • Learning Agility

  • Problem Solving

  • Critical Thinking

  • Multitasking

  Shift:

  1st shift (United States of America)

  Hours Per Week:

  40

Comments
Welcome to zdrecruit comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
SIMILAR JOBS
Key Account Manager
About the Role Location: HCMC, Vietnam #LI-Hybrid Novartis is unable to offer relocation support for this role: please only apply if this location is accessible for you. About the Role: Customer Cent
Customer Account Specialist Full-time position starting Summer 2024
Your Future Career Starts Here: Job Openings for Summer 2024 Do your friends describe you as a people person? Do you have customer relations experience? Are you looking for a role that will give you
Expert Consultant, Project Leader - B2B Sales
Who We Are Boston Consulting Group partners with leaders in business and society to tackle their most important challenges and capture their greatest opportunities. BCG was the pioneer in business st
Central Relationship Manager - Greater Seattle, WA Area
Job Description: Central Relationship Manager To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approve
Credit & Settlement Risk Manager
Company Description Visa is a world leader in digital payments, facilitating more than 215 billion payments transactions between consumers, merchants, financial institutions and government entities a
Senior Digital Strategist
Our Company Changing the world through digital experiences is what Adobe's all about. We give everyone-from emerging artists to global brands-everything they need to design and deliver exceptional di
Relationship Manager - Troy, MI
Job Description: Relationship Manager As a Relationship Manager, you will be facilitating relationships with Fidelity's most valuable clients. Through your honesty and integrity, we know you will ins
Customer Experience & Engagement Manager
About the Role Reach twice as many patients twice as fast! That's our ambition at Novartis Pharma Netherlands. We aspire to get Novartis medicines in the hands and homes of patients by delivering a T
Product Engagement Manager - Spend Clarity Enterprise
Company Description Visa is a world leader in digital payments, facilitating more than 215 billion payments transactions between consumers, merchants, financial institutions and government entities a
Sr. Technical Account Manager
Our Company Changing the world through digital experiences is what Adobe's all about. We give everyone-from emerging artists to global brands-everything they need to design and deliver exceptional di
Copyright 2023-2025 - www.zdrecruit.com All Rights Reserved