Jobs · Finance · Texas

Relationship Banker - Houston West Sugarland area

Bank of America · Sugar Land, TX · 1 mo ago
FinanceFull-time

About the role

Bank of America is guided by a common purpose to help make financial lives better through the power of every connection. The role engages clients in the lobby to educate and assist with conducting transactions through self‑service resources such as mobile banking, online banking, or ATMs, and processes cash transactions accurately and efficiently. The position supports the bank’s commitment to an inclusive, in‑office culture while offering flexibility based on role‑specific considerations.

Responsibilities

  • Engage clients in the lobby to educate and assist with self‑service banking transactions.
  • Accurately and efficiently process cash transactions for clients as needed.
  • Conduct deep conversations with clients to understand their financial and life priorities and connect them to appropriate solutions.
  • Execute the bank’s risk culture and strive for operational excellence.
  • Build relationships with clients to meet their financial needs.
  • Follow established processes and guidelines, adhering to all applicable laws and regulations.
  • Grow business knowledge and network by partnering with experts in small business, lending, and investments.
  • Manage financial‑center traffic, appointments, and outbound calls effectively.
  • Drive the client experience and manage cash responsibilities.

Required Qualifications

  • Enthusiastic, highly motivated self‑starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
  • Effective collaborator who builds and nurtures strong relationships.
  • Passionate, committed, and driven to improve clients’ financial lives.
  • Confident in identifying solutions for new and existing clients based on their needs.
  • Clear, confident communicator comfortable engaging all clients.
  • Ability to learn and adapt to new information and technology platforms.
  • Confident in educating clients on simple banking transactions through self‑service technologies (e.g., ATM, online banking, mobile banking).
  • Strong critical‑thinking and problem‑solving skills to meet client needs.
  • Commitment to follow established processes and guidelines, adhering to all applicable laws and regulations.
  • Efficient time and capacity management.
  • Result‑oriented while acting in the best interest of the client.
  • Flexibility to work weekends and/or extended hours as needed.

Desired Qualifications

  • Bilingual – Spanish and/or Mandarin highly desired.
  • Experience in financial services with knowledge of industry products and solutions.
  • One year of 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 (e.g., business management, business administration, 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

Schedule

  • 1st shift (United States of America)
  • 40 hours per week
  • Flexibility to work weekends and/or extended hours as needed

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