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Relationship Banker - Marketplace at Westtown Financial Center

21 Jul 2025
Verified by Turrior

Content + Source + Freshness • 12 Dec 2025 • 95% confidence

75 / 100

Offer value

Moderate value due to the essential customer-facing role and opportunities for skill development, but may offer limited upward mobility.

  • Role focuses on client interaction enhancing service skills
  • Stable financial institution providing firm foundation
  • Potential for flexible working hours
Pros
  • Opportunity to enhance customer service and sales skills
  • Engagement with clients can lead to diverse experiences
  • Part of a respected financial institution with stability
Cons
  • Potentially limited opportunities for advancement
  • Work can be repetitive with a focus on transactional tasks
  • May require flexible hours including weekends

Who it's for

Entry to Mid-Level • Office-based with some flexibility

Good fit
  • Customer service-oriented professionals
  • Individuals eager to learn about financial services
  • Candidates enthusiastic about sales and client relationships
Not recommended for
  • Experienced professionals seeking leadership roles
  • Those resistant to repetitive and transactional tasks
  • Candidates needing fixed schedules

Motivation fit

Desire to work directly with clients and solve their problemsInterest in a sales-oriented role that emphasizes relationship buildingWillingness to adapt and learn in a dynamic work environment

Key skills

Customer engagementSales techniques and relationship managementAdaptability to technologyEffective verbal communication
Score: 75/100 AI verified analysis

About the job

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. 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!

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

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