Relationship Banker — Guide Clients to Smarter Banking

Bank of America; Houston (TX); On-site; USD 36,000 - 60,000; Full time

Job summary

Bank of America in Houston is seeking a customer-focused specialist to engage clients in-branch, guide them through self-service options, and process cash transactions accurately. You will build relationships, uncover financial needs, and connect clients to suitable solutions while adhering to laws and bank policies.

The role requires strong communication, problem-solving, and the ability to work weekends or extended hours as needed.

Qualifications

• Experience in financial services industry and knowledge of financial services products and solutions.
• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales 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 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 such as business management, business administration, or finance

Job description

Bank of America in Houston is seeking a customer-focused specialist to engage clients in-branch, guide them through self-service options, and process cash transactions accurately. You will build relationships, uncover financial needs, and connect clients to suitable solutions while adhering to laws and bank policies.

The role requires strong communication, problem-solving, and the ability to work weekends or extended hours as needed.