Relationship Banker - Houston Northwest area

Bank of America•Cypress, CA

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 also processes cash transactions accurately and efficiently as needed. Through in-depth conversations, the banker learns about clients’ financial and life priorities and connects them with solutions that support their financial goals. The position is open across the Houston Northwest market, and the specific financial center assignment will depend on business needs. New hires train at one financial center and may then move to another location within a reasonable commuting distance of home, as permitted by applicable law. The role works first shift and is scheduled for 40 hours per week.

Requirements

Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results, acting in clients’ best interests.
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 with all clients.
Ability to learn and adapt to new information and technology platforms.
Ability to educate clients on simple transactions using 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 applicable laws and regulations.
Efficiently manages time and capacity.
Focuses on results while acting in clients’ best interests.
Can work weekends and/or extended hours as needed.

Nice To Haves

Vietnamese bilingual ability is 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 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 while adhering to applicable laws and regulations.
Grow business knowledge and 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 self-service banking transactions.
Process client cash transactions accurately and efficiently as needed.
Learn clients’ financial and life priorities and connect them with solutions that meet their financial goals.