Relationship Banker - Houston West - Katy area

Bank of America•Katy, TX

1d•Onsite

About The Position

At Bank of America, Relationship Bankers support the company’s purpose of helping make financial lives better through client connections and Responsible Growth. The bank promotes an inclusive workplace and teammate wellness, and maintains an in-office culture with role-specific flexibility. The position is open across the Houston West market, with the specific Financial Center location determined by business needs. New hires train at one Financial Center and may later move to another location within a reasonable commuting distance of home, as permitted by law. The role engages clients in the lobby, educates them on and assists with self-service transactions through mobile banking, online banking, and ATMs, and processes cash transactions accurately and efficiently as needed. Relationship Bankers have in-depth conversations to understand clients’ financial and life priorities and connect them with solutions aligned to their goals. The role also manages Financial Center traffic, appointments, outbound calls, and cash responsibilities while collaborating with specialists in small business, lending, and investments.

Requirements

Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results, acting in the client’s best interest.
Collaborates effectively and builds and nurtures strong relationships.
Demonstrates passion, commitment, and drive to improve clients’ financial lives.
Confidently identifies solutions for new and existing clients based on their needs.
Communicates effectively and confidently and is comfortable engaging all clients.
Ability to learn and adapt to new information and technology platforms.
Confidence educating clients on simple transactions through self-service technologies such as ATMs, online banking, and mobile banking.
Strong critical-thinking and problem-solving skills to meet clients’ needs.
Follows established processes and guidelines and complies with applicable laws and regulations.
Efficiently manages time and capacity.
Focuses on results while acting in the client’s best interest.
Able to work weekends and/or extended hours as needed.

Nice To Haves

Spanish or Mandarin bilingual ability is highly desired.
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 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, acting in clients’ and the bank’s best interests and complying with applicable laws and regulations.
Build business knowledge and a network 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 transactions through self-service resources, including ATMs, online banking, and mobile banking.
Conduct in-depth conversations to understand clients’ financial and life priorities and connect them to solutions that support their financial goals.
Process client cash transactions accurately and efficiently as needed.