Relationship Banker - Houston Central area

Bank of America • Houston, TX

3d • Onsite

About The Position

At Bank of America, the Relationship Banker helps make clients’ financial lives better by engaging clients in the financial center lobby, educating and assisting them with transactions through self-service options such as mobile banking, online banking, and ATMs, and accurately processing cash transactions when needed. The role includes having in-depth conversations to understand clients’ financial and life priorities and connecting them with solutions that meet their financial goals.

This position is open across the Houston Central market. The specific financial center assignment depends 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 law. Bank of America maintains an in-office culture with role-specific attendance requirements and appropriate flexibility.

Requirements

• Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results and clients’ interests.
• 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.
• Confidence educating clients on simple banking transactions using ATMs, online banking, and mobile banking.
• Strong critical-thinking and problem-solving skills.
• Willingness 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 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, acting in clients’ and the bank’s best interests and complying with applicable laws and regulations.
• Grow business knowledge and professional 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, educate and assist them with self-service banking transactions, and process cash transactions as needed.
• Understand clients’ financial and life priorities and connect them with solutions that support their financial goals.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed