Relationship Banker – Billerica, MA

About the role

The Relationship Banker serves as a trusted advisor to customers, building long‑lasting relationships by understanding their financial needs and goals. You will provide tailored banking, lending, and investment solutions while delivering exceptional service in a branch environment.

Key responsibilities

• Achieve or exceed sales targets by cross‑selling banking products and services.
• Develop and maintain strong client relationships to understand financial needs.
• Prospect for new clients through networking, referrals, lead calling, portfolio management, and community engagement.
• Meet customers’ transactional, servicing, and product needs.
• Deliver an elevated, personalized customer experience across all channels.
• Engage customers via digital platforms and educate them on self‑service options.
• Communicate clearly in person, over the phone, or through digital channels.
• Ensure compliance with regulatory requirements and internal risk‑management policies.
• Collaborate with team members and partners to achieve branch goals.
• Support nearby branch locations as business needs dictate.

Required profile

• Strong communication and interpersonal skills.
• Customer‑service orientation with a focus on satisfaction and loyalty.
• Ability to meet or exceed sales targets.
• Knowledge of banking, lending, and investment products.
• Awareness of compliance and risk‑management standards.

Required skills

What we offer

• Opportunity to grow within a global financial services leader.
• Supportive team environment focused on innovation and customer‑centric transformation.