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Relationship Banker - Houston Central area

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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. 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.**

Job Description:

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:

• 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

• 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

Shift:

1st shift (United States of America)

Hours Per Week: 

40
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Average salary estimate

$65000 / YEARLY (est.)
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$50000K
$80000K

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What You Should Know About Relationship Banker - Houston Central area, Bank of America

At Bank of America, we're excited to announce an opening for a Relationship Banker in the bustling Houston Central area! If you're passionate about helping others and have a knack for building relationships, this role might be just what you’re looking for. As a Relationship Banker, your primary focus will be engaging with clients in our financial center lobby. You'll be there to educate them on how to utilize our self-service resources like mobile and online banking, while also managing cash transactions efficiently. Getting to know your clients is key, and through meaningful conversations, you’ll uncover their financial goals to connect them with tailored solutions. We believe in Responsible Growth, which not only means delivering excellent service but also creating a supportive workplace for our teammates. As a Relationship Banker, you’ll build strong relationships, collaborate with experts across various financial sectors, and help clients navigate their banking needs with confidence. We offer a diverse and inclusive workplace with flexible working options to enhance your career trajectory. You'll be equipped with resources to learn, grow, and make a real impact on the financial lives of our clients. Whether you are training at one financial center or potentially moving to another, your opportunity to excel is vast. Join us at Bank of America and empower clients with the tools to thrive financially. We can't wait to see what you bring to our team!

Frequently Asked Questions (FAQs) for Relationship Banker - Houston Central area Role at Bank of America
What are the key responsibilities of a Relationship Banker at Bank of America in Houston?

The Relationship Banker at Bank of America in Houston is responsible for engaging clients, educating them about self-service resources, and assisting with financial transactions. This includes processing cash transactions, conducting in-depth discussions to understand clients' financial goals, and effectively managing the financial center's traffic and appointments.

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What qualifications are needed to become a Relationship Banker at Bank of America in the Houston Central area?

To become a Relationship Banker at Bank of America in the Houston Central area, candidates should possess strong communication skills, a customer-focused mindset, and a strong work ethic. While a bachelor’s degree or an associate degree in business or finance is preferred, experience in financial services and successful sales experience are important qualifications to highlight.

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How does Bank of America support the professional growth of Relationship Bankers in Houston?

Bank of America emphasizes professional development by offering resources for training and education to help Relationship Bankers grow their careers in Houston. The company fosters an inclusive environment that encourages collaboration and personal development, enabling employees to learn from industry experts and gain crucial business knowledge.

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What qualities make a successful Relationship Banker at Bank of America?

Successful Relationship Bankers at Bank of America demonstrate adaptability, strong problem-solving abilities, and exceptional relationship-building skills. A commitment to delivering outstanding customer experiences, effective communication, and the ability to identify and recommend tailored solutions are key traits that contribute to success in this role.

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What does a typical day look like for a Relationship Banker at Bank of America in Houston?

A typical day for a Relationship Banker at Bank of America in Houston involves engaging clients in the lobby, educating them on various banking services, managing cash transactions, and consulting with clients to understand their financial needs. It’s a dynamic role that combines customer interactions, assisting with technology tools, and collaborating with team members.

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Common Interview Questions for Relationship Banker - Houston Central area
Can you describe your experience in customer service as a Relationship Banker?

When discussing your experience, highlight specific instances where you engaged with customers, addressing their needs effectively. Discuss how you built relationships and added value to their banking experience, showcasing your commitment to putting clients first.

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How do you prioritize tasks during busy periods in the financial center?

To respond effectively, explain your approach to time management, emphasizing your ability to assess priorities based on client needs, center traffic, and business goals. Share examples of how you have successfully managed multiple responsibilities in the past.

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What methods do you use to build rapport with clients as a Relationship Banker?

Discuss your interpersonal skills, including active listening, empathy, and the ability to engage clients in meaningful conversations. Provide examples of how building rapport positively influenced customer satisfaction and retention.

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How would you educate a client unfamiliar with online banking services?

Illustrate your ability to communicate complex information simply. Share your strategies for guiding clients through online banking, reinforcing their comfort with technology while ensuring they feel supported every step of the way.

Join Rise to see the full answer
Describe a time when you achieved a sales goal at your previous job.

Provide a clear example showcasing your sales strategy, the actions you took, and the outcome. Quantify your success if possible, demonstrating your goal-oriented mindset and commitment to meeting challenges.

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How do you handle difficult clients or challenging situations?

Discuss your conflict resolution skills and provide an example of how you've successfully diffused a tense situation. Emphasize your focus on finding solutions while maintaining professionalism and empathy.

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What do you believe sets Bank of America apart as an employer?

Share your understanding of Bank of America's values, such as their commitment to diversity, inclusion, and employee growth. Discuss why these principles resonate with you and how they influence your desire to join the team.

Join Rise to see the full answer
Can you give an example of how you identified a client's financial needs?

Talk about a specific scenario where you engaged with a client, asking the right questions to uncover their financial priorities. Highlight how this approach led to a successful solution tailored to that client's circumstances.

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How would you ensure compliance with banking regulations as a Relationship Banker?

Explain your understanding of the importance of compliance in the banking industry. Discuss your commitment to following established processes and guidelines while maintaining ethical standards in all client interactions.

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Why do you want to work at Bank of America in the Relationship Banker role?

Share your enthusiasm for Bank of America’s mission and values, along with your passion for helping clients improve their financial lives. Discuss how this aligns with your career aspirations and personal values.

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Bank of America is one of the world’s leading financial institutions, serving individual consumers, small and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk ma...

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Full-time, on-site
DATE POSTED
March 31, 2025

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