Relationship Banker - Client Solutions & Growth

Houston; Conroe (TX); On-site; USD 42,000 - 68,000; Full time

Job summary

Bank of America is hiring to serve as the first point of contact for financial center clients, uncovering personal banking needs and connecting clients to specialists. You will deepen relationships, support self-service activities, and maintain high-quality client care.

The role emphasizes outbound connections, follow-ups, and adherence to regulations while delivering solutions across consumer and small business banking. Weekend/extended hours may be required.

Qualifications

• Minimum of one year sales experience in a relationship-oriented, client-centric environment.
• Or prior roles such as RM/ADP RM/CSA I/RMBOS with six months tenure.
• Strong communication and relationship-building skills.
• Willing to learn, adapt to new information and technologies.
• Commissioned notary or ability to obtain notary within a few months.

Responsibilities

• Deepen client relationships by offering appropriate banking solutions.
• Assist clients with self-service transactions and educate on platforms.
• Navigate clients through products while ensuring regulatory compliance.
• Connect with clients through outbound calls and follow-up routines.
• Provide exceptional client care and operational excellence.

Skills

Active Listening

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 Identification

Referral Management

Education

Associate’s degree in business/finance

Bachelor’s degree in business/finance or related field

Tools

MS Applications

Job description

Bank of America is hiring to serve as the first point of contact for financial center clients, uncovering personal banking needs and connecting clients to specialists. You will deepen relationships, support self-service activities, and maintain high-quality client care.

The role emphasizes outbound connections, follow-ups, and adherence to regulations while delivering solutions across consumer and small business banking. Weekend/extended hours may be required.