Relationship Banker - Houston Southeast
About The Position
At Bank of America, the Relationship Banker helps make financial lives better by building client relationships and delivering an inclusive, supportive client experience. The role is based in the Houston Southeast market, but the specific Financial Center location will be determined by business needs. The employee will train at one Financial Center and may potentially move to another location within a reasonable commuting distance of home, as permitted by applicable law. The role engages clients in the lobby, educates and assists them with transactions using self-service resources such as mobile banking, online banking, and ATMs, and accurately and efficiently processes cash transactions as needed. The Relationship Banker has in-depth conversations to understand clients’ financial and life priorities and connects them with solutions aligned with their goals. The position also manages Financial Center traffic, appointments, outbound calls, and cash responsibilities while following established processes, applicable laws, and regulations.
Requirements
- Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results, acting in the client’s best interest.
- Ability to collaborate effectively and build and nurture strong relationships.
- Passion, commitment, and drive to deliver experiences that 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 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, act in the interests of clients and the bank, and adhere to 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, doing what is right for clients and the bank and adhering to applicable laws and regulations.
- Build business knowledge and a professional 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 transactions through self-service resources, including mobile banking, online banking, and ATMs.
- Accurately and efficiently process cash transactions for clients as needed.
- Learn clients’ financial and life priorities through in-depth conversations and connect them to solutions that support their financial goals.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
