Relationship Banker - Houston Loop area

Bank of America•Houston, TX

11d•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 emphasizes an inclusive workplace, teammate wellness, recognition, community impact, and an in-office culture with role-specific flexibility. This position is open across the Houston Loop market. The specific Financial Center location will be determined by business needs. The selected candidate will train at one financial center and may later move to another location within a reasonable commuting distance of home, to the extent permitted by applicable law. The role engages clients in the lobby, educates and assists them with self-service banking options such as mobile banking, online banking, and ATMs, and processes cash transactions accurately and efficiently as needed. Bankers have in-depth conversations to understand clients’ financial and life priorities and connect them with solutions that support their financial goals.

Requirements

Be an enthusiastic, highly motivated self-starter with a strong work ethic and focus on results, acting in the client’s best interest.
Collaborate effectively and build and nurture strong relationships.
Demonstrate 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.
Learn and adapt to new information and technology platforms.
Educate clients on conducting simple banking transactions through self-service technologies, including ATMs, online banking, and mobile banking.
Use strong critical-thinking and problem-solving skills to meet clients’ needs.
Follow established processes and guidelines, acting in the best interests of clients and the bank and adhering to applicable laws and regulations.
Manage time and capacity efficiently.
Focus on results while acting in the client’s best interest.
Be flexible to work weekends and/or extended hours as needed.

Nice To Haves

Bilingual in Vietnamese, Chinese, or Spanish; 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 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, doing what is right for clients and the bank and adhering to 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 self-service banking resources.
Process cash transactions accurately and efficiently as needed.
Have conversations with clients to understand their financial and life priorities and connect them to solutions that meet their financial goals.