Relationship Banker - Houston West Sugarland area

Bank of America•Richmond, VA

1d•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 resources such as mobile banking, online banking, and ATMs, and processing cash transactions accurately and efficiently as needed. The role involves having in-depth conversations to understand clients’ financial and life priorities and connecting them with solutions that support their goals. The position is open across the Houston West Sugarland market. The specific Financial Center location is based on business needs. New hires 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. Bank of America maintains an in-office culture with role-specific attendance requirements and an appropriate level of flexibility. The position is 1st shift and is scheduled for 40 hours per week.

Requirements

Strong work ethic and results focus, with the ability to act in the client’s best interest.
Ability to collaborate effectively and build and nurture strong relationships.
Commitment and drive to deliver an experience that improves clients’ financial lives.
Confidence identifying solutions for new and existing clients based on their needs.
Effective, confident communication and comfort engaging with all clients.
Ability to learn and adapt to new information and technology platforms.
Ability to educate clients on conducting simple banking transactions through self-service technologies, including 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

Bilingual in Spanish, Mandarin, or Cantonese.
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, acting in clients’ and the bank’s best interests and complying with 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 using self-service resources such as mobile banking, online banking, and ATMs.
Process clients’ cash transactions accurately and efficiently as needed.
Discuss clients’ financial and life priorities and connect them with solutions aligned with their financial goals.