Relationship Banker - Client Solutions & Growth Advocate

Bank of America; Houston (TX); On-site; USD 34,000 - 52,000; Full time

Job summary

Bank of America is seeking a customer-focused teammate to engage clients in the lobby, educate on self-service banking, and process transactions accurately. You will build deep relationships to understand clients' financial priorities and connect them with suitable solutions while upholding regulatory standards.

The role requires strong communication, sales mindset, and the ability to work a 1st shift with full-time hours in a bank branch.

Qualifications

• Experience in financial services and knowledge of financial services industry, products and solutions.
• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
• Bachelor’s degree or business relevant associate degree.
• Six months of cash handling experience.

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 in daily activities to do what is right for clients and the bank, adhering to all applicable 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

Job description

Bank of America is seeking a customer-focused teammate to engage clients in the lobby, educate on self-service banking, and process transactions accurately. You will build deep relationships to understand clients' financial priorities and connect them with suitable solutions while upholding regulatory standards.

The role requires strong communication, sales mindset, and the ability to work a 1st shift with full-time hours in a bank branch.