Relationship Banker - Houston North

Bank of America•The Woodlands, TX

1d•Onsite

About The Position

At Bank of America, Relationship Bankers contribute to the company’s purpose of helping make financial lives better by delivering for clients, teammates, communities, and shareholders. The bank promotes an inclusive workplace, teammate wellness, recognition, professional growth, and an in-office culture with role-specific flexibility. This position is open across the Houston North market, and the specific Financial Center location will be based on business needs. If hired, 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. The role engages clients in the financial center lobby, educating and assisting them with transactions through self-service resources such as mobile and online banking or ATMs. It also 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 position is 40 hours per week on first shift.

Requirements

Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results in the client’s best interest.
Ability to collaborate effectively and build and nurture strong relationships.
Passion, commitment, and drive to deliver an experience that improves clients’ financial lives.
Confidence identifying solutions for new and existing clients based on their needs.
Effective and confident communication skills and comfort engaging all clients.
Ability to learn and adapt to new information and technology platforms.
Confidence educating clients on simple transactions using self-service technologies such as ATMs, online banking, and mobile banking.
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.
Flexibility 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 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.
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 transactions using self-service resources.
Process cash transactions accurately and efficiently as needed.
Learn clients’ financial and life priorities and connect them to suitable solutions.