Relationship Banker - Houston Northwest area

Bank of America•Cypress, CA

1d•Onsite

About The Position

The Relationship Banker engages clients in the financial center lobby, educates and assists them with transactions through self-service resources such as mobile banking, online banking, and ATMs, and accurately processes cash transactions as needed. The role involves having in-depth conversations to understand clients’ financial and life priorities and connecting them with solutions that support their financial goals. The banker also manages financial center traffic, appointments, and outbound calls, and partners with specialists in small business, lending, and investments. The position is open across the Houston Northwest market. The specific financial center location will be based on business needs. New hires train at one financial center and may then move to another location within a reasonable commuting distance of their home, as permitted by applicable law. The schedule is first shift, 40 hours per week, with flexibility to work weekends and/or extended hours as needed.

Requirements

Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results, acting in the client’s best interest.
Ability to collaborate effectively and build and nurture strong relationships.
Passion, commitment, and drive to improve clients’ financial lives.
Confidence identifying solutions for new and existing clients based on their needs.
Effective and confident communication skills and comfort engaging with all clients.
Ability to learn and adapt to new information and technology platforms.
Ability to educate clients on conducting simple banking transactions through self-service technologies.
Strong critical-thinking and problem-solving skills.
Ability to follow established processes and guidelines and comply with applicable laws and regulations.
Ability to manage time and capacity efficiently.
Ability to work weekends and/or extended hours as needed.
40 hours per week.

Nice To Haves

Vietnamese bilingual skills are highly desired.
Experience in financial services and knowledge of financial services 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.
Educate and assist clients with self-service banking transactions, including through ATMs, online banking, and mobile banking.
Engage clients in conversations to understand their financial and life priorities and connect them with appropriate solutions.