Relationship Banking Advisor: Grow Clients, Solve Needs

Bank of America; Houston (TX); On-site; USD 40,000 - 60,000; Full time

Job summary

A nationwide financial institution is seeking an enthusiastic individual to engage clients in transactions, assist with self-service banking solutions, and drive exceptional client experiences. Ideal candidates will have a strong work ethic, effective communication skills, and the ability to build relationships. Sales experience and knowledge of the financial services industry are preferred. The role requires flexibility for extended hours and offers opportunities for career growth.

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.
• Six months of cash handling experience.

Responsibilities

• Engage clients in the lobby to educate and assist with transactions.
• Executes the bank's risk culture and strives for operational excellence.
• Build relationships with clients to meet financial needs.
• Manage financial center traffic and appointments.
• Drive client experience and manage 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

A nationwide financial institution is seeking an enthusiastic individual to engage clients in transactions, assist with self-service banking solutions, and drive exceptional client experiences. Ideal candidates will have a strong work ethic, effective communication skills, and the ability to build relationships. Sales experience and knowledge of the financial services industry are preferred. The role requires flexibility for extended hours and offers opportunities for career growth.