Relationship Banker-northwest San Antonio Market

Bank of America Bank of America · Banking · Boerne, United States

Relationship Banker role at Bank of America focused on client engagement, transaction processing, and connecting clients with financial solutions to meet their goals. Emphasizes building relationships, operational excellence, and adhering to risk and regulatory guidelines.

What you'd actually do

  1. Executes the bank's risk culture and strives for operational excellence
  2. Builds relationships with clients to meet financial needs
  3. 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
  4. Grows business knowledge and network by partnering with experts in small business, lending, and investments
  5. Manages financial center traffic, appointments, and outbound calls effectively

Skills

Required

  • 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
  • High School Diploma / GED / Secondary School or equivalent

What the JD emphasized

  • adhering to all applicable laws and regulations