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Relationship Banker - Houston Southeast 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

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 Southeast area, GHR

At Bank of America, we believe in the power of every connection to enhance financial lives, and we’re looking for a motivated Relationship Banker in the Houston Southeast area to join our dynamic team in Friendswood, Texas. In this role, you'll be the friendly face clients see when they walk into our financial center, and you will play a crucial part in engaging them to help navigate their transactions through self-service resources like mobile and online banking. Your day will be filled with meaningful conversations as you delve into clients' financial and life goals, connecting them with tailored solutions that help them achieve their aspirations. As you work, you'll follow established processes to ensure operational excellence while adhering to the bank's risk culture. You will actively participate in growing the business by collaborating with experts in small business, lending, and investments, managing financial center traffic, and driving a stellar client experience. If you’re an enthusiastic self-starter with a passion for empowering clients and a knack for problem-solving, this position offers you a path to not only enhance your professional skills but also to positively impact the community. Whether you’re helping clients with cash transactions, educating them on self-service banking, or tailoring solutions to meet their needs, your dedication will make all the difference. Join us at Bank of America and see how your career can grow through opportunities to learn and make a meaningful impact.

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

As a Relationship Banker at Bank of America, you'll engage directly with clients, assisting them with transactions and guiding them in using various self-service banking resources. Further, your goal will be to establish strong relationships, understand clients' financial goals, and provide solutions that meet those needs, all while adhering to banking regulations.

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

To become a Relationship Banker at Bank of America, candidates should possess strong communication skills, a self-starter mentality, and ideally have a year of sales experience. A Bachelor’s degree or an associate degree in business or finance is preferred, along with some cash handling experience.

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How does flexibility work for the Relationship Banker role at Bank of America?

Flexibility is a priority at Bank of America. As a Relationship Banker, you may need to work weekends or extended hours based on business needs, but this flexibility allows you to balance work with your personal commitments while meeting client expectations.

Join Rise to see the full answer
What skills are important for a successful Relationship Banker at Bank of America?

Key skills for a successful Relationship Banker at Bank of America include adaptability, customer focus, strong oral communication, and effective problem-solving abilities. Being relationship-oriented and having a good grasp of financial knowledge will also enhance your performance in this role.

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What is the training process for new Relationship Bankers at Bank of America?

New Relationship Bankers at Bank of America will undergo an initial training period at one financial center, during which they will learn the essentials of client engagement, transactions processing, and the banking systems. You'll have the opportunity to grow and eventually be assigned to a location based on business needs.

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Common Interview Questions for Relationship Banker - Houston Southeast area
How would you handle a client who is confused about using mobile banking?

Explain your approach with patience and clarity, emphasizing how you would guide the client step-by-step through the mobile banking features. Focus on creating a comfortable environment and reassure them that many clients learn at their own pace.

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Can you provide an example of how you've built strong client relationships in a previous role?

Share a specific instance where you took the time to understand a client’s needs, perhaps by engaging in one-on-one conversations and providing tailored solutions that helped them achieve their financial goals.

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What strategies do you use to stay updated on the latest banking products and services?

Discuss your commitment to continuous learning through attending workshops, reading industry publications, and leveraging company resources to stay informed about new banking products and innovations.

Join Rise to see the full answer
Describe a time you had to meet a challenging sales goal. How did you achieve it?

Provide an example that highlights your strategic planning, relationship-building efforts, and adaptability. Emphasize how you remained focused on the client's needs while still achieving the sales objectives.

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

Reflect on how you would assess immediate client needs, balance appointments, and manage cash handling effectively. Stress the importance of communication and teamwork in ensuring a seamless client experience.

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What do you think makes excellent customer service in banking?

Excellent customer service in banking is about empathy, understanding client needs, and providing knowledgeable solutions. Being attentive and responsive proves to clients that you genuinely care about their financial well-being.

Join Rise to see the full answer
How would you assist a client who is interested in small business loans?

Detail your approach to gathering information about their business needs, advising them on the various loan options available, and connecting them to the right specialists within the bank who can further assist.

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What role do you believe technology plays in improving customer experience at a bank?

Share your insights on how technology facilitates easier transactions, enhances communication, and empowers clients through self-service options while still emphasizing the essential human interaction that builds strong relationships.

Join Rise to see the full answer
How would you deal with a situation where a client expresses dissatisfaction?

Provide a thoughtful response highlighting your calm demeanor, active listening skills, and methods for resolving issues, reinforcing the importance of understanding and addressing client concerns effectively.

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

Discuss your admiration for Bank of America's commitment to client service, diversity, and community impact. Emphasize how the values align with your aspirations in a career where you can foster meaningful financial connections.

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

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