Relationship Banker: Grow Clients' Financial Lives

Bank of America

Katy (TX)

On-site

USD 40,000 - 52,000

Full time

27 hours ago
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Job summary

Bank of America in Katy, TX is seeking a customer-focused professional to engage clients in the lobby, educate on self-service banking, and process transactions accurately.

The role emphasizes relationship building, sales to meet financial goals, and compliance with laws; bilingual Spanish/Mandarin is highly desired, with cash-handling and sales experience preferred.

Weekend and extended hours flexibility is required. This position offers growth opportunities within the bank's expansive network.

Qualifications

  • Demonstrates enthusiastic work ethic and client-focused results.
  • Strong relationship-building and collaboration.
  • Ability to educate clients on self-service banking.
  • Flexible to work weekends/extended hours.
  • Experience in financial services is preferred.
  • One year sales experience in salary plus incentive environment.
  • Six months cash handling experience.
  • Bachelor's degree or business-related associate degree.

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 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
Communication
Relationship Building
Sales
Client Focus
Problem Solving
Time Management
Weekend Flex
Bilingual Spanish
Client Advisory

Education

Bachelor's or Associate in Business/Finance

Job description

Bank of America in Katy, TX is seeking a customer-focused professional to engage clients in the lobby, educate on self-service banking, and process transactions accurately.

The role emphasizes relationship building, sales to meet financial goals, and compliance with laws; bilingual Spanish/Mandarin is highly desired, with cash-handling and sales experience preferred.

Weekend and extended hours flexibility is required. This position offers growth opportunities within the bank's expansive network.

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