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Relationship Banker
Bee Cave, Texas
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!
Job Description:
This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan. Key responsibilities include acquiring new and deepening existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging specialized expertise.
Responsibilities:
• Recommends financial advice and guidance that align with client financial goals and needs
• Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank
• Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities
• Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs
• Makes decisions on client requests and makes referrals to appropriate internal partners based on client needs
• Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experience
Required Qualifications:
• Has demonstrated experience and proven success with business-to-business sales, or small business banking.
• Has strong communication skills with the ability to effectively influence clients.
• Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution.
• Has a proven sales track record.
• Is able to build productive partnerships and working relationships.
• Is experienced with outbound phone sales.
Desired Qualifications:
• Experience with financial information, spreadsheets and financial skills.
• Experience with in-person customer service and sales.
• Experience working with small business clients.
• Experience meeting or exceeding goals.
• A working knowledge of small business products and services.
• Bilingual skills.
Skills:
• Risk Management
• Client Management
• Client Solutions Advisory
• Referral Identification
• Customer and Client Focus
• Credit and Risk Assessment
• Client Experience Branding
• Pipeline Management
• Referral Management
• Credit Documentation Requirements
• Issue Management
• Prospecting
• Relationship Building
• Attention to Detail
• Collaboration
Minimum Education Requirement:
• High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)Hours Per Week:
40Learn more about this role
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[Music in background throughout]
[Bankers working with clients in-person and on video chat.]
As a Relationship Banker at Bank of America, my job is to develop lasting relationships with the clients I serve. It’s important to me to provide personalized client care while helping people navigate complex financial decisions.
Right from the beginning of my career with Bank of America, I was set up for success.
On screen copy:
Trained by the award-winning Academy at Bank of America
The onboarding and training I received through Bank of America’s award-winning Academy offered personalized support, dedicated training time, and coaching that helped me prepare for the job.
Not only am I able to handle all types of transactions, I also help clients figure out what matters most to them so I can provide solutions and guidance to meet their financial needs. I am always learning and it is critical that I maintain my credibility by keeping up to date with our products, services, tools and resources.
[Bank employees in a meeting listening to a manager presentation.]
I meet with clients regularly, either in-person or virtually, to fulfill their account maintenance needs. I help them adapt to new digital solutions, like using the various capabilities of our Mobile Banking App, and can assist with any transactions needed in the Financial Center. Staying up-to-date on the latest digital tools, and educating my clients, is key to my success.
[Bank employees speaking with and listening to clients.]
I have to be efficient and know how to leverage the expertise of my teammates. Some days are more challenging than others. Between helping clients adopt new technologies, attending team meetings, and nurturing client relationships, I stay pretty busy.
Sometimes I work weekends or extended hours, but my role gives me the opportunity to learn the basics of banking and client management. There are many opportunities for growth and career progression, whether I’m looking to advance to a leadership position or specialize in lending, small business, or investments.
There are so many great benefits, including paid time off, competitive pay and healthcare, childcare reimbursement, and even tuition reimbursement.
On screen copy:
Competitive benefits
- 401(K)
- Medical, Dental & Vision
- 16 Weeks Paternity/Maternity
- Employee Discount Program
- Childcare Reimbursement
And I’m grateful to work for a company that promotes inclusion and understanding.
I know Bank of America is invested in helping me reach my full potential, so I can help my clients reach theirs. We all have goals. Pursue yours at Bank of America.
On screen copy:
Bank of America® logo
On screen disclosures:
Bank of America and its affiliates recruit and hire qualified candidates without regard to race, religion, color, sexual orientation, gender, gender identity, age, national origin, ancestry, citizenship, protected veteran or disability, or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concepts of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. We also prohibit discrimination on other bases such as ancestry, medical condition, or marital status under applicable laws. Candidates must possess authorization to work in the United States, as it is not the practice of Bank of America to sponsor individuals for work visas.
© 2023 Bank of America Corporation. All rights reserved.
[End of transcript]
MAP-6094161 Exp-05/14/25
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