Senior Banker - Houston West - Katy area
On-site · Katy, Texas, United States
Job Summary
Senior Banker role focused on serving as the first point of contact for financial center clients, uncovering personal banking needs of individuals and small business clients, offering appropriate solutions, and connecting clients with specialists. Responsibilities include deepening client relationships through platform services, supporting self-service or transactional activities, proactive outbound client outreach, and delivering exceptional client care. Will leverage resources and technologies to optimize the client experience, ensure regulatory compliance, and guide clients through processes such as opening accounts and account maintenance. Requires strong communication skills, ability to identify banking solutions based on client needs, and willingness to work in-office with the potential for travel to other financial centers.
Required Qualifications
- Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment
- In lieu of one year of sales experience, has previously held the role of 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 a minimum of six months
- 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 helping new and existing clients based on their needs
- Strong written and verbal communications skills
- Can communicate effectively and confidently and is comfortable engaging all clients (in-person and by phone)
- Ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances
- Applies strong critical thinking and problem-solving skills to meet clients' needs
- Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously
- Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance
- Must be able to obtain notary commission in state of work within a few months of start date
- BILINGUAL - SPANISH, VIETNAMESE, CHINESE HIGHLY DESIRED
- Associate's Degree or Bachelor's Degree in business, finance or a related field
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