Relationship Banker - Houston West Sugarland Area

Bank of America Bank of America · Banking · Sugar Land, TX +3

This role is a Relationship Banker at Bank of America, focused on client engagement, transaction processing, and identifying financial solutions. It involves educating clients on self-service tools, managing cash, and building relationships to meet financial goals. The role emphasizes sales experience, customer service, and adherence to regulations.

What you'd actually do

  1. Educate and assist clients in conducting transactions through self-service resources.
  2. Accurately and efficiently process cash transactions for clients.
  3. Have deep conversations with clients to gain in-depth knowledge of their financial and life priorities.
  4. Connect clients to solutions that meet their financial goals.
  5. Manage cash responsibilities.

Skills

Required

  • 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.
  • Confident in identifying solutions for new and existing clients based on their needs.
  • Communicates effectively and confidently, and is comfortable engaging all clients.
  • Ability to learn and adapt to new information and technology platforms.
  • 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.

Nice to have

  • Bilingual - Spanish / Mandarin
  • 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.

What the JD emphasized

  • adhering to all applicable laws and regulations