Relationship Banker: Connect, Advise & Grow Clients

ghr; Hudson Oaks (TX); On-site; USD 36,000 - 62,000; Full time

Job summary

Bank of America is hiring to engage clients in the lobby and educate them on self-service options like mobile and online banking, ATM transactions, and cash handling. You will build relationships to meet financial needs and guide clients to appropriate solutions, while maintaining compliance and delivering excellent service.

The role emphasizes strong communication, adaptability, and the ability to work with diverse clients.

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results.
• Collaborates effectively to get things done, building and nurturing strong relationships.
• Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.
• Identifies solutions for new and existing clients based on their needs.
• Communicates effectively and confidently with clients of varying backgrounds.
• Learns and adapts to new information and technology platforms.
• Educates clients on how to conduct simple banking transactions via self-service methods (ATM/online/mobile).
• Applies strong critical thinking and problem-solving skills to meet clients’ needs.
• Follows established processes and guidelines to do what is right, compliant with laws and regulations.
• Manages time and capacity efficiently.
• Focuses on results while acting in the client’s best interest.
• Flexible to work weekends and/or extended hours when needed.

Responsibilities

• Executes the bank's risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows processes and guidelines to do what is right for clients and the bank, compliant with laws.
• Grows business knowledge 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

Customer and Client Focus

Oral Communications

Problem Solving

Relationship Building

Client Management

Client Solutions Advisory

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

Bachelor’s degree or business relevant associate degree

High School Diploma / GED

Job description

Bank of America is hiring to engage clients in the lobby and educate them on self-service options like mobile and online banking, ATM transactions, and cash handling. You will build relationships to meet financial needs and guide clients to appropriate solutions, while maintaining compliance and delivering excellent service.

The role emphasizes strong communication, adaptability, and the ability to work with diverse clients.