Bank of America

Bank of America

Posted via Workday

Relationship Banker - Houston Northwest area

Posted Oct 28, 2026

Role at a glance

Job function
Banking, Payments & Insurance Retail & Commercial Banking
Salary
Not Disclosed
Location
Tomball, United States
Work arrangement
On-site
Employment
Full-time
Education
Bachelor’s degree or business relevant associate degree such as business management, business administration, or finance.

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Role Summary

AI-generated

This Relationship Banker role engages clients in the lobby of a Bank of America financial center to educate and assist with transactions through self-service resources such as mobile banking, online banking, or ATM. The role centers on in-depth client conversations to understand financial and life priorities and connect clients to solutions that meet their goals.

What You'll Do

  • Engage clients in the lobby and assist them with transactions through self-service resources such as mobile banking, online banking, or ATM
  • Process cash transactions for clients accurately and efficiently
  • Hold in-depth conversations with clients to understand their financial and life priorities
  • Connect clients to solutions that meet their financial goals
  • Build relationships with clients to meet their financial needs
  • Manage financial center traffic, appointments, outbound calls, and cash responsibilities

Generated from the employer's posting. Verify important details before applying.

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Qualifications

Self-motivated client-focused professional who builds relationships, educates clients on self-service banking, and handles cash transactions, with flexibility for weekends and extended hours.

Required

  • Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results
  • Collaborates effectively and builds strong relationships
  • Communicates effectively and confidently with all clients
  • Identifies solutions for new and existing clients based on their needs
  • Learns and adapts to new information and technology platforms
  • Educates clients on simple banking transactions through self-service technologies such as ATM, online banking, and mobile banking
  • Applies critical thinking and problem-solving skills
  • Follows established processes and guidelines and adheres to applicable laws and regulations

Preferred

  • Bilingual in Vietnamese (highly desired)
  • 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

Original job description

Content provided by the employer

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!


**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 that is within a reasonable commuting distance of your home to the extent permitted by applicable law.**


Job Description:

This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.


Responsibilities:

• Executes the bank's risk culture and strives for operational excellence

• Builds relationships with clients to meet financial needs

• 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

• Grows business knowledge and network by partnering with experts in small business, lending, and investments

• Manages financial center traffic, appointments, and outbound calls effectively

• Drives the client experience

• Manages cash responsibilities


Required Qualifications:

• Is an 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.

• Is confident in identifying solutions for new and existing clients based on their needs.

• Communicates effectively and confidently, and is comfortable engaging all clients.

• Has the ability to learn and adapt to new information and technology platforms.

• Is 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.


Desired Qualifications:

BILINGUAL – Vietnamese HIGHLY DESIRED

• 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.


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


Shift:

1st shift (United States of America)

Hours Per Week: 

40
Bank of America

About the company

Bank of America

Large Enterprise

Bank of America is a leading multinational banking and financial services corporation based in the United States. With a broad range of services including consumer banking, investment banking, asset management, and wealth management, it serves millions of customers across the globe. The company is committed to innovation and sustainability, aiming to deliver a seamless banking experience while fostering economic growth in the communities it serves. Bank of America's diverse workforce and inclusive culture support its goal of providing exceptional financial solutions tailored to meet the needs of individuals and businesses alike.