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Relationship Banker - Houston East 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:

BILINGUAL – 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

• 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

$50000 / YEARLY (est.)
min
max
$40000K
$60000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

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

Are you ready to embark on an exciting journey in the world of banking? As a Relationship Banker at Bank of America in the Houston East area, you’ll be at the forefront of financial empowerment, helping clients navigate their banking needs while ensuring a personalized and meaningful experience. Your role is pivotal as you engage clients face-to-face in our financial center, guiding them through transactions utilizing our innovative self-service resources like mobile and online banking. You'll have the opportunity to build strong relationships, learning about clients’ financial and life priorities, and directing them to tailored solutions that align with their goals. Expect a dynamic work environment where you can truly make a difference. With a strong emphasis on operational excellence, your thoughtful interactions will not only foster trust but will also support Bank of America’s mission of responsible growth. Whether you’re processing cash transactions or driving the client experience, your keen ability to communicate and connect will shine through. Plus, we understand the need for flexibility and encourage a balanced work-life dynamic. Dive into a career that promises personal growth, extensive learning opportunities, and the chance to impact your community positively. We're excited to welcome enthusiastic individuals who share our commitment to excellence and client satisfaction. Join us today and become a part of a diverse team that believes in building financial futures together!

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

As a Relationship Banker at Bank of America in the Houston East area, your core responsibilities include engaging clients in the lobby, educating them on available self-service banking options, and ensuring accurate transaction processing. You'll be tasked with deepening client relationships by understanding their financial goals and connecting them with appropriate solutions. Additionally, managing financial center traffic and appointments effectively while adhering to all established processes and regulations is crucial.

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What qualifications do I need to become a Relationship Banker at Bank of America?

To qualify for the Relationship Banker position at Bank of America, candidates should possess strong customer service skills, a solid work ethic, and the ability to communicate effectively. Experience in financial services, particularly in a sales-driven environment, is highly desirable. While a degree in business, management, or finance can be advantageous, practical experience in customer relationship management and cash handling is equally important. Bilingual skills, especially in Spanish, are highly sought after!

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What is the work schedule for a Relationship Banker in Houston East at Bank of America?

Relationship Bankers at Bank of America in the Houston East area typically work full-time, around 40 hours a week. The position primarily operates during standard business hours, but flexibility is required, including potential weekend or extended hours, to ensure clients receive the support they need.

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How does Bank of America support the training of new Relationship Bankers?

Bank of America places a high value on the development of its employees. As a new Relationship Banker in Houston East, you will undergo comprehensive training at a selected financial center tailored to equip you with necessary skills and knowledge. Following training, you may have opportunities to transition to different locations based on business needs, allowing you to expand your learning and experience further.

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What skills should I develop to succeed as a Relationship Banker at Bank of America?

To thrive as a Relationship Banker at Bank of America, developing strong adaptability, communication, and problem-solving skills is essential. Having a client-focused mindset and the ability to build relationships will also be key to your success. Additionally, becoming proficient in utilizing technology platforms for banking transactions will enable you to assist clients efficiently and effectively.

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Common Interview Questions for Relationship Banker - Houston East area
Can you describe your experience with customer service and how it relates to being a Relationship Banker?

In your response, highlight specific instances where you successfully resolved customer issues or enhanced their banking experience. This showcases your understanding of the role and your commitment to excellent service.

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How do you approach building relationships with clients?

Discuss your methods for establishing rapport, such as actively listening to clients' needs and following up on their concerns. Emphasize the importance of trust and personalized communication in your strategy.

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What strategies would you use to increase sales as a Relationship Banker?

Outline your approach to identify client needs and present suitable banking solutions. Mention any previous experiences of meeting or exceeding sales targets to reinforce your ability to succeed.

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How would you handle a difficult client?

Describe a step-by-step strategy for diffusing tension and addressing their concerns while maintaining professionalism. Focus on conflict resolution and customer satisfaction.

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What experience do you have with financial products and banking services?

Share any relevant knowledge or hands-on experience with financial products, ensuring you make connections to how that knowledge will help you in the Relationship Banker role.

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How do you prioritize tasks when managing multiple clients in a busy financial center?

Communicate your organizational methods, including using tools or techniques to manage time effectively, ensuring that clients receive prompt service even during peak hours.

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What do you believe is the most important quality for a Relationship Banker?

Discuss key qualities such as empathy, communication skills, or financial knowledge, linking them back to how they enhance customer experience. Share personal insights or experiences that have shaped your perspective.

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How comfortable are you with using technology to assist clients with banking transactions?

Reassure the interviewer of your competence with technology and express a willingness to learn and adapt to new platforms. Share examples of how you’ve used tech solutions in previous roles.

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Can you give an example of how you've contributed to a team in previous work?

Give a specific instance where your collaboration helped achieve a team's objective, emphasizing teamwork and communication as fundamental aspects of the Relationship Banker role.

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Why do you want to work for Bank of America as a Relationship Banker?

Share your alignment with Bank of America's values regarding responsible growth and client focus, mentioning specifics about the company culture that resonate with you personally.

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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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