Relationship Banker: Client Solutions & Growth

Bank of America; Houston (TX); On-site; USD 32,000 - 40,000; Full time

Job summary

Bank of America is actively seeking professionals to engage clients in the lobby, educate them on self-service options, and assist with transactions. The role emphasizes accurate cash handling, building deep client relationships, and connecting customers to financial solutions aligned with their goals.

You will work with specialists in small business, lending, and investments to grow the center's client base while maintaining compliance and service quality.

Qualifications

• Experience in financial services is a plus.
• One year of successful sales experience in a salary plus incentive environment with individual goals.
• Six months of cash handling experience.
• Bachelor’s degree or business relevant associate degree such as business management, business administration, or finance.

Responsibilities

• Executes the bank's risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows established processes and guidelines to do what is right for clients and the bank, adhering to laws and regulations.
• Grows business knowledge and network by partnering with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls effectively.
• Drives the client experience.
• Manages cash responsibilities.

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 Identification

Referral Management

Education

Bachelor’s degree or business relevant associate degree such as business management, business administration, or finance

Job description

Bank of America is actively seeking professionals to engage clients in the lobby, educate them on self-service options, and assist with transactions. The role emphasizes accurate cash handling, building deep client relationships, and connecting customers to financial solutions aligned with their goals.

You will work with specialists in small business, lending, and investments to grow the center's client base while maintaining compliance and service quality.