Relationship Banker - Houston West Sugarland area
About The Position
At Bank of America, Relationship Bankers help make financial lives better by connecting clients with banking support and solutions. The role engages clients in the financial center lobby, educates and assists them with transactions using self-service resources such as mobile banking, online banking, and ATMs, and accurately processes cash transactions as needed. Bankers have in-depth conversations to understand clients’ financial and life priorities and connect them with solutions that support their goals. This position is open across the Houston West Sugarland market. The specific financial center will be determined by 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. Bank of America maintains an in-office culture with role-specific attendance requirements and flexibility considerations.
Requirements
- Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results and clients’ best interests.
- Collaborate effectively and build and nurture strong relationships.
- Show passion, commitment, and drive to improve clients’ financial lives.
- Confidently identify solutions for new and existing clients based on their needs.
- Communicate effectively and confidently and feel comfortable engaging with all clients.
- Ability to learn and adapt to new information and technology platforms.
- Ability to educate clients on simple banking transactions using self-service technologies such as ATMs, online banking, and mobile banking.
- Strong critical-thinking and problem-solving skills.
- Follow established processes and guidelines and comply with applicable laws and regulations.
- Manage time and capacity efficiently.
- Focus on results while acting in the best interest of the client.
- Flexibility to work weekends and/or extended hours as needed.
Nice To Haves
- Bilingual in Spanish, Mandarin, or Cantonese; 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
- Engage clients in the lobby and educate and assist them with transactions through self-service resources.
- Accurately and efficiently process cash transactions for clients as needed.
- Build relationships with clients and learn about their financial needs and priorities.
- Connect clients with solutions that meet their financial goals.
- Execute the bank’s risk culture and strive for operational excellence.
- Follow established processes and guidelines, and comply with applicable laws and regulations.
- Partner with small business, lending, and investment experts to grow business knowledge and networks.
- Manage financial center traffic, appointments, and outbound calls effectively.
- Drive the client experience.
- Manage cash responsibilities.
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
