Relationship Banker

Bank of America; Irving (TX); On-site; USD 32,000 - 42,000; Full time

Job summary

Bank of America in the United States is seeking a client-focused associate to engage clients in the lobby, educate them on self-service options, and assist with cash transactions. You will build relationships, explore financial solutions, and connect clients to services that meet their goals.

The role requires strong communication, adaptability, and the ability to work with various teams to deliver a seamless customer experience. Weekend/evening hours may be required.

Qualifications

• Self-starter with strong work ethic and results focus.
• Ability to build and nurture client relationships.
• Confident in educating clients on self-service banking options.
• Strong communication skills with all clients.
• Able to adapt to new information and technology platforms.
• Experience with cash handling and balancing transactions.

Responsibilities

• Execute risk culture and strive for operational excellence.
• Build relationships with clients to meet financial needs.
• Follow processes and guidelines to act in the client's and bank's best interest, complying with laws.
• Grow knowledge by partnering with experts in small business, lending, and investments.
• Manage bank center traffic, appointments, and outbound calls.
• Drive the client experience and manage cash responsibilities.

Skills

Self-starter

Relationship building

Client focus

Effective communicator

Adaptability

Time management

Problem solving

Self-service tech knowledge

Education

Bachelor's degree or business-related associate degree

High school diploma or equivalent

Tools

Cash handling

Job description

This role engages clients in the lobby to educate and assist with conducting transactions through self‑service resources, such as mobile banking, online banking, or ATM. Candidates are expected to process cash transactions efficiently, have deep conversations with clients, and connect them to solutions that meet their financial goals.

Responsibilities

• Execute the bank's risk culture and strive for operational excellence
• Build relationships with clients to meet financial needs
• Follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Grow business knowledge and 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

Required Qualifications

• Enthusiastic, highly motivated self‑starter with a strong work ethic and intense focus on results, acting in the best interest of the client
• Collaborates effectively to get things done, building and nurturing strong relationships
• Displays passion, commitment, and drive to deliver an experience that improves clients' financial lives
• Confident in identifying solutions for new and existing clients based on their needs
• Communicates effectively and confidently, comfortable engaging all clients
• Ability to learn and adapt to new information and technology platforms
• Confident in educating clients on how to conduct simple banking transactions through self‑service technologies (e.g., ATM, online banking, mobile banking)
• Applies strong critical thinking and problem‑solving skills to meet clients’ needs
• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Efficiently manages time and capacity
• Focuses on results while acting in the best interest of the client
• Flexible to work weekends and/or extended hours as needed

Desired Qualifications

• Experience in financial services and knowledge of 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
• Bilingual skills in Spanish (written and verbal)

Key Skills

• Adaptability
• Business acumen
• Customer and client focus
• Oral communications
• Problem solving
• Account management
• Client experience branding
• Client management
• Client solutions advisory
• Relationship building
• Business development
• Pipeline management
• Prospecting
• Referral identificationReferral management

Minimum Education Requirement

• High school diploma / GED / secondary school or equivalent

Schedule

• Shift: 1st shift (United States of America)
• Hours per week: 40