Relationship Banker - Houston North

Bank of America•Pemberton, NJ

3d•Onsite

About The Position

The Relationship Banker engages clients in the financial center lobby, educating and assisting them with transactions through self-service resources such as mobile banking, online banking, and ATMs. The role processes cash transactions accurately and efficiently as needed, and holds in-depth conversations to understand clients’ financial and life priorities and connect them with solutions aligned to their goals. The position is open across the Houston North market. The specific Financial Center location will be determined by business needs. The employee will train at one financial center and may later move to another location within a reasonable commuting distance of home, as permitted by applicable law. Bank of America describes its work culture as in-office, with role-specific flexibility.

Requirements

Be an enthusiastic, highly motivated self-starter with a strong work ethic, focus on results, and a commitment to acting in clients’ best interests.
Collaborate effectively and build and nurture strong relationships.
Demonstrate passion, commitment, and drive to improve clients’ financial lives.
Confidently identify solutions for new and existing clients based on their needs.
Communicate effectively and confidently and feel comfortable engaging with all clients.
Learn and adapt to new information and technology platforms.
Educate clients on conducting simple banking transactions through self-service technologies, including ATMs, online banking, and mobile banking.
Apply strong critical-thinking and problem-solving skills to meet clients’ needs.
Follow established processes and guidelines and comply with applicable laws and regulations.
Manage time and capacity efficiently.
Focus on results while acting in clients’ best interests.
Be flexible to work weekends and/or extended hours as needed.

Nice To Haves

Experience in financial services and knowledge of the 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 a business-relevant associate degree, such as business management, business administration, or finance.

Responsibilities

Execute the bank’s risk culture and strive for operational excellence.
Build relationships with clients to meet their financial needs.
Follow established processes and guidelines, doing what is right for clients and the bank and adhering to applicable laws and regulations.
Grow business knowledge and networks by partnering with experts in small business, lending, and investments.
Manage financial center traffic, appointments, and outbound calls effectively.
Drive the client experience.
Manage cash responsibilities.
Engage clients in the lobby and educate and assist them with self-service banking transactions.
Conduct in-depth conversations to understand clients’ financial and life priorities and connect them with solutions.