Senior Banker - Houston area

Job Description

All new hires serve as the first point of contact for financial center clients, uncovering personal banking needs for individuals and small businesses, offering appropriate solutions, and connecting clients to specialists.

Key responsibilities include deepening client relationships through platform services, supporting clients with self‑service or transactional activities, and providing exceptional client care.

Job expectations include proactively connecting with clients through outbound calls and maintaining consistent follow‑up routines.

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 within reasonable commuting distance of your home, to the extent permitted by applicable law.

• Partner with teams to provide financial center clients with consumer and small‑business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities.
• Assist, educate, and train clients on conducting simple transactions through self‑service technologies.
• Leverage available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy.
• Adhere to established processes, laws, and guidelines in performing day‑to‑day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping.
• Manage client interactions by taking the best course of action for both the bank and its clients while abiding by all regulatory requirements.

• Minimum of one year of demonstrated sales experience in a relationship‑oriented and client‑centric environment. Alternatives include prior experience as a Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I), or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for at least six months.
• Self‑starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
• Effective collaboration skills, building and nurturing strong relationships.
• Passion, commitment, and drive to deliver an experience that improves our clients’ financial lives.
• Confidence in identifying solutions for helping new and existing clients based on their needs.
• Strong written and verbal communication skills.
• Comfortable engaging all clients (in person and by phone), communicating effectively and confidently.
• Ability to learn and adapt to new information, technology platforms, handle ambiguity, and adapt to changing circumstances.
• Strong critical‑thinking and problem‑solving skills to meet client needs.
• Effective time‑management skills and ability to organize, prioritize, and perform multiple tasks simultaneously.
• Commissioned notary or the ability to obtain a notary commission in the state of employment within a few months of start date.
• Flexibility to work weekends and/or extended hours as needed.

• Associate’s or bachelor’s degree in business, finance, or related field.
• Experience working in a financial center where goals were met or exceeded.
• Retail and/or sales experience in a salary‑plus incentive environment.
• Experience in an environment with individual and/or team goals that were routinely met or exceeded.
• Experience with financial information, spreadsheets, and financial skills.
• Knowledge of banking products and services.
• Strong computer skills including MS applications and experience utilizing laptop technology.

• Active Listening
• 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

1st shift (United States of America)

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