Let’s get started
By clicking ‘Next’, I agree to the Terms of Service
and Privacy Policy, and consent to receive emails from Rise
Jobs / Job page
Relationship Banker - Exeter Financial Center image - Rise Careers
Job details

Relationship Banker - Exeter Financial Center

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 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

Average salary estimate

$50000 / YEARLY (est.)
min
max
$40000K
$60000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Relationship Banker - Exeter Financial Center, GHR

At Bank of America, we're on the lookout for a passionate Relationship Banker to join our Exeter Financial Center team! This role is about more than just transactions; it’s about forging meaningful connections with clients and guiding them on their financial journey. As a Relationship Banker, you’ll spend your days engaging directly with clients in the lobby, where you will not only assist them with conducting transactions but also educate them on using mobile and online banking tools. You will have the chance to dive deep into conversations, understand their financial goals, and connect them to solutions that truly fit their needs. We pride ourselves on being a diverse and inclusive workplace, where you’ll feel empowered to grow both personally and professionally. With a focus on operational excellence and risk management, you’ll be expected to handle cash transactions accurately and efficiently while contributing to an exceptional client experience. So if you’re a motivated self-starter who thrives in a dynamic environment and is eager to help clients achieve their financial aspirations, Bank of America is the place for you. Join us in fostering a vibrant financial community while enjoying the flexibility we offer to help you balance work with your life outside the bank. Your journey with us could lead to great career opportunities within the company—all while making a real difference in people’s lives. Let’s grow together at Bank of America!

Frequently Asked Questions (FAQs) for Relationship Banker - Exeter Financial Center Role at GHR
What are the responsibilities of a Relationship Banker at Bank of America Exeter?

As a Relationship Banker at Bank of America Exeter, your primary responsibilities include engaging with clients to assist them with transactions and educating them on utilizing various banking services such as online banking and ATMs. You'll also focus on building relationships with clients, understanding their financial needs, and connecting them with services tailored to their specific goals. Operations such as managing financial center traffic, ensuring compliance with bank regulations, and processing cash transactions accurately are also key parts of your role.

Join Rise to see the full answer
What qualifications do I need to apply for the Relationship Banker position at Bank of America Exeter?

To apply for the Relationship Banker position at Bank of America Exeter, you'll need at least a High School Diploma or GED. Experience in the financial services industry, particularly with a background in sales and cash handling, is highly beneficial. A Bachelor’s Degree or an Associate’s Degree in a business-related field like finance or administration can further strengthen your application. Moreover, strong problem-solving skills, adaptability, and excellent oral communication abilities are crucial for this role.

Join Rise to see the full answer
What is the working environment like for Relationship Bankers at Bank of America Exeter?

The working environment for Relationship Bankers at Bank of America Exeter is collaborative and dynamic. You will work closely with a diverse team, creating an atmosphere that encourages support and mutual growth. The bank emphasizes flexibility, allowing you to balance your professional and personal commitments. Plus, you’ll have the chance to develop your skills and advance your career while making a positive impact on clients’ financial lives.

Join Rise to see the full answer
What skills are essential for success as a Relationship Banker at Bank of America Exeter?

Success as a Relationship Banker at Bank of America Exeter requires a combination of strong interpersonal skills, critical thinking, and adaptability. You should excel in building and nurturing client relationships, possess a solid understanding of financial products, and display effective communication skills. Time management and the ability to learn new technologies are also vital, as you will frequently assist clients in using self-service banking tools and solutions.

Join Rise to see the full answer
How does Bank of America support the growth and development of Relationship Bankers?

Bank of America is committed to investing in the growth and development of Relationship Bankers. We offer comprehensive training programs, mentorship opportunities, and resources aimed at enhancing your professional skills. Additionally, by working in a multifaceted financial environment, you will have opportunities to learn about different areas such as lending, business services, and investment offerings, allowing you to grow your knowledge further and broaden your career prospects.

Join Rise to see the full answer
Common Interview Questions for Relationship Banker - Exeter Financial Center
What do you believe is the most important aspect of building relationships with clients?

The key to building successful relationships with clients lies in truly understanding their individual needs and being genuinely interested in helping them achieve their financial goals. This requires active listening, empathy, and the ability to tailor solutions that resonate with the client’s unique circumstances and aspirations.

Join Rise to see the full answer
Can you describe a time when you improved a client's experience?

Improving a client's experience often stems from going above and beyond to address their concerns. For example, if a client had challenges understanding digital banking tools, I organized a personalized tutorial session, ensuring they felt empowered and confident in using the services, which significantly enhanced their overall satisfaction.

Join Rise to see the full answer
How do you handle difficult clients or challenging situations?

Handling difficult clients requires patience and strong communication skills. I always approach such situations with empathy, seeking to understand their frustrations. By listening carefully and providing clear information or alternative solutions, I strive to resolve issues successfully and leave the client feeling valued.

Join Rise to see the full answer
What strategies do you use for time management in a busy banking environment?

Effective time management in a busy environment revolves around prioritizing tasks, setting clear goals, and utilizing tools such as calendars and checklists. I also focus on delegating when appropriate and ensuring I am fully present with each client interaction, so I can give them my undivided attention while efficiently managing my workload.

Join Rise to see the full answer
How do you keep yourself updated on the latest financial products and industry trends?

Staying informed about financial products and industry trends is essential. I actively seek out training sessions, subscribe to financial newsletters, and engage in discussions with peers and industry professionals. This ongoing education equips me to provide clients with the most current and relevant information.

Join Rise to see the full answer
What motivates you to work in the banking industry?

My motivation stems from the satisfaction of helping clients navigate their financial challenges and celebrate their successes. The impact I can make on people's lives, coupled with the continuous learning opportunities within the banking industry, fuels my passion for this career.

Join Rise to see the full answer
Describe your approach to client education regarding self-service banking solutions.

My approach to client education focuses on simplicity and accessibility. I break down complex features into easily understandable terms and encourage clients to engage in hands-on learning. I often use demonstrations and follow-up support to ensure they feel comfortable and confident using self-service solutions.

Join Rise to see the full answer
How do you identify and address clients' needs effectively?

Identifying clients' needs has much to do with listening actively and asking the right questions. I strive to create an open dialogue, enabling clients to share their financial priorities. Following that, it’s essential to connect them with tailored solutions that address their specific needs, maximizing satisfaction and relevance.

Join Rise to see the full answer
What role does teamwork play in your success as a Relationship Banker?

Teamwork is integral to how I operate as a Relationship Banker. Collaborating with colleagues allows us to share insights, enhance client solutions, and create a supportive environment that leads to better client outcomes. By leveraging each team member's strengths, we can tackle challenges more effectively.

Join Rise to see the full answer
How do you ensure compliance with bank policies and regulations?

I ensure compliance by staying well-informed about the bank’s policies and industry regulations. Regular training sessions and updates play a critical role, and I always follow established processes meticulously to safeguard the interests of both the clients and the bank.

Join Rise to see the full answer
Similar Jobs

Embark on your career with Merrill Wealth Management as a Financial Solutions Advisor Trainee, gaining essential industry knowledge and skills to guide clients in achieving their financial goals.

Become a Financial Solutions Advisor at Bank of America, where your passion for client success drives your career in finance.

We're looking for a Partner Sales Manager at Comcast Business to enhance our sales strategy through indirect channel partners in Michigan.

Photo of the Rise User
Videology Imaging Solutions Remote Mansfield, Massachusetts, United States
Posted 3 days ago

Join Videology Imaging Solutions as a Regional Sales Manager to spearhead sales initiatives across the Eastern United States, specializing in cutting-edge camera systems.

Photo of the Rise User
Mission Produce Hybrid Oxnard, California, United States
Posted 10 days ago

Become a key player at Mission Produce as an Account Manager, driving sales and managing customer relationships in the avocado industry.

Photo of the Rise User

Become a Junior Studio Partner with We Whiten and take charge of your sales career in a dynamic studio environment.

Join Hampton-Healthcare as a Business Development Specialist and leverage your sales expertise to make meaningful connections in the healthcare sector.

Photo of the Rise User
Posted 2 days ago

Join Red Bull Distribution Company as a Full-Time Merchandiser, where you will enhance product displays and maintain customer relationships in a multifaceted retail environment.

Photo of the Rise User
BCC Software Hybrid 1890 S Winton Rd, Rochester, NY 14618, USA
Posted 8 days ago

Join BCC Software as an Inside Sales Representative where you'll play a vital role in driving growth through strategic sales efforts.

Photo of the Rise User
Customer-Centric
Rapid Growth
Diversity of Opinions
Reward & Recognition
Friends Outside of Work
Inclusive & Diverse
Empathetic
Feedback Forward
Work/Life Harmony
Casual Dress Code
Startup Mindset
Collaboration over Competition
Fast-Paced
Growth & Learning
Open Door Policy
Rise from Within
Maternity Leave
Paternity Leave
Flex-Friendly
Family Coverage (Insurance)
Medical Insurance
Dental Insurance
Vision Insurance
Mental Health Resources
Life insurance
Disability Insurance
Health Savings Account (HSA)
Flexible Spending Account (FSA)
401K Matching
Paid Holidays
Paid Sick Days
Paid Time-Off

Become a pivotal player at Ampersand as a Business Development & Growth Manager, focused on relationship-building and driving growth in AI consulting.

Photo of the Rise User
Posted 9 months ago
Photo of the Rise User
Posted 10 months ago
Inclusive & Diverse
Rise from Within
Mission Driven
Diversity of Opinions
Work/Life Harmony
Take Risks
Collaboration over Competition
Growth & Learning
Transparent & Candid
Customer-Centric
Social Impact Driven
Rapid Growth
Passion for Exploration
Dare to be Different
Reward & Recognition
Friends Outside of Work
Medical Insurance
Dental Insurance
Vision Insurance
Mental Health Resources
Life insurance
Disability Insurance
Health Savings Account (HSA)
Flexible Spending Account (FSA)
Conferences Stipend
Bias Training
Employee Resource Groups
401K Matching
Paternity Leave
Maternity Leave
Some Meals Provided
Social Gatherings
Photo of the Rise User
Inclusive & Diverse
Rise from Within
Mission Driven
Diversity of Opinions
Work/Life Harmony
Transparent & Candid
Growth & Learning
Fast-Paced
Collaboration over Competition
Take Risks
Friends Outside of Work
Passion for Exploration
Customer-Centric
Reward & Recognition
Feedback Forward
Rapid Growth
Medical Insurance
Paid Time-Off
Maternity Leave
Mental Health Resources
Equity
Paternity Leave
Fully Distributed
Flex-Friendly
Some Meals Provided
Snacks
Social Gatherings
Pet Friendly
Company Retreats
Dental Insurance
Life insurance
Health Savings Account (HSA)
MATCH
Calculating your matching score...
FUNDING
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
No info
HQ LOCATION
No info
EMPLOYMENT TYPE
Full-time, on-site
DATE POSTED
April 16, 2025

Subscribe to Rise newsletter

Risa star 🔮 Hi, I'm Risa! Your AI
Career Copilot
Want to see a list of jobs tailored to
you, just ask me below!
LATEST ACTIVITY
Photo of the Rise User
Someone from OH, Marysville just viewed Security Specialist at Anduril Industries
Photo of the Rise User
Someone from OH, Cincinnati just viewed Learning Content Designer at QuantHub
Photo of the Rise User
28 people applied to Sales Associate at Thingtesting
Photo of the Rise User
Someone from OH, Tallmadge just viewed Manufacturing and Process Engineer at CVRx
Q
Someone from OH, Columbus just viewed Part-Time Medical Assistant at QualDerm Partners
Photo of the Rise User
Someone from OH, Cincinnati just viewed Summer 2025 Intern – Finance – Michigan at Stryker
Photo of the Rise User
Someone from OH, Cleveland just viewed Remote Customer Service Representative at Conduent
Photo of the Rise User
Someone from OH, Cleveland just viewed Customer Support Team Lead (6-month Contract) at Jane App
o
Someone from OH, Cincinnati just viewed Marketing and Communications Consultant at osu