Relationship Banker - Houston Loop area

Bank of America

Georgia

On-site

USD 32,000 - 42,000

Full time

3 days ago
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Job summary

Bank of America is hiring for a client-facing role in the United States. You will engage clients in the lobby, educate them on self-service options, and process cash transactions accurately.

You will develop deep conversations to understand clients' financial goals and connect them with suitable solutions, with a readiness to work weekends or extended hours when required.

Qualifications

  • Enthusiastic self-starter with a strong work ethic and results focus.
  • Excellent communication and ability to engage clients confidently.
  • Ability to learn and adapt to new information and technology platforms.

Responsibilities

  • Engage clients in the lobby to assist with transactions and educate on self-service resources.
  • Process cash transactions accurately and efficiently for clients.
  • Develop deep conversations to understand financial goals and connect clients to suitable solutions.
  • Follow established processes to ensure compliance with laws and regulations.
  • Flexibility to work weekends and extended hours as needed.

Skills

Customer service
Communication
Time management
Teamwork

Education

Bachelor's degree or business-related associate degree

Job description

Job Description

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.

This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.

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
Required Qualifications
  • Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
  • 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.
  • Is confident in identifying solutions for new and existing clients based on their needs.
  • Communicates effectively and confidently, and is comfortable engaging all clients.
  • Has the ability to learn and adapt to new information and technology platforms.
  • Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).
  • Applies strong critical thinking and problem-solving skills to meet clients' needs.
  • Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
  • Efficiently manages time and capacity.
  • Focuses on results, while acting in the best interest of the client.
  • Can be flexible to work weekends and/or extended hours as needed.
Desired Qualifications

BILINGUAL - VIETNAMESE, CHINESE, SPANISH HIGHLY DESIRED

  • 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.
  • Six months of cash handling experience.
  • Bachelor's degree or business relevant associate degree such as business management, business administration, or finance.
Skills
  • Adaptability
  • Business Acumen
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