Relationship Banker - Houston West Sugarland area
Bank of America
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 - SPANISH / MANDARIN 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 #J-18808-Ljbffr Bank of America- ...where goals were met or exceeded. Sets and accomplishes goals, achieving whatever you put your mind to. Builds and nurtures strong relationships. Collaborates effectively with others to get things done. Communicates effectively and confidently and is comfortable engaging...SuggestedTemporary workMonday to FridayShift workDay shift
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- ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Relationship Banker Business Specialist within PNC's retail organization, you will be based in Sugar Land, TX. PNC is an in-office company...SuggestedFull timeTemporary workPart timeWork experience placementWork at officeShift work
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$87.7k - $100.1k
...Associate, Risk ManagerApplylocations: Houston, TX: McLean, VA: Richmond, VAtime type:... ...visibility environment where your strategic relationship-building translates directly into... ...Serve as a trusted advisor to core business areas, providing tailored guidance and proactive...Full timePart timeLocal area- PNC is seeking a Relationship Banker Business Specialist located in Sugar Land, Texas. In this role, you will drive customer satisfaction by expanding business banking opportunities and delivering comprehensive solutions to clients leveraging your banking knowledge. The...
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- ...Discover a career in banking at Fifth Third Bank. General Function The Personal Banker II position will provide an exceptional customer experience by building and maintaining long‑lasting relationships with existing and prospective customers. The banker will provide solutions...Work at office
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- PNC is seeking a Personal Banker in Sugar Land, TX to enhance customer relationships through proactive sales and service activities. Ideal candidates will have 3+ years of experience in banking or a related field, showcasing strong customer service skills and the ability...
- ...our brand, interact with diverse clients, and offer investment solutions tailored to their financial needs. This position values relationship management and offers a rewarding career in financial services, requiring licenses such as Series 7 and Series 66. Candidates...
- Capital One is seeking a Finance Rotation Program Associate to join their full-time rotational program starting July 2027. This program is designed to accelerate careers through two distinct roles in finance. Participants will engage with financial management, business ...Rotational programFull time
- ...TX. In this role, you will help customers with their financial needs, process loan applications, and maintain strong community relationships. Ideal candidates should possess excellent customer service skills and a valid driver’s license for transportation. As part of this...
- Memorial Physician Practices is seeking a Financial Counselor at Westpark Springs in Richmond, Texas. This role is crucial in assisting patients with financial responsibilities while ensuring clarity and compassion in the process. Ideal candidates will possess strong communication...
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- A leading Energy client in Houston is seeking a Business Systems Analyst with expertise in Oracle EBS. The ideal candidate will have at least 5 years of experience in Oracle EBS R12 applications, particularly in Project Accounting and Accounts Payable. Responsibilities...3 days per week
- ...Candidates must hold relevant licenses, possess experience in the financial services industry, and demonstrate strong communication and relationship-building skills. This full-time position requires attendance from Monday to Friday, including rotating Saturdays, and offers a...Full timeMonday to Friday
- ...facility(s) and the broader complex organization to build effective relationships and establish credibility with staff, senior management,... ...issues. The role encompasses the key risk management functional areas of: loss prevention and reduction, claims management, risk...
- Benefits 401(k) Bonus based on performance Company parties Flexible schedule Health insurance Opportunity for advancement Paid time off Signing bonus Training & development Role Description Kevin Patton - State Farm Agent is seeking a qualified and empathetic ...Work at officeRelocation packageFlexible hours
- ...University and a master’s degree from Sam Houston State University, and I’m a husband and father... ...of the top 10% producing agencies in the area. Our office is family-oriented, connected, and known for building strong relationships with one another and with our customers....Work at officeFlexible hours
$52k - $64k
...benefits and total compensation packages with the opportunity for monthly incentive compensation. What You Will Do Cultivates relationships with customers by delivering personalized service and responds to a variety of plan and policy-related questions by exhibiting listening...Remote job16 hoursFull timeTemporary workWork experience placementCasual workWork at officeLocal areaWork from homeWork visaFlexible hours- Houston Federal Credit Union is looking for a Risk Management Specialist to assist in security and loss prevention within the organization. This full-time role requires skills in processing legal documents, reviewing fraud cases, and supporting member services. Based in...Full time
- ...performing routine branch operations and building long-term customer relationships by providing complete, efficient customer service. Assists... ...a high level of customer satisfaction. The Universal Banker I position responsibilities include teller operations and some...Bank staffWork at officeNight shift
- Fidelity in Sugar Land, TX is seeking a Vice President, Wealth Planner, focusing on building meaningful relationships with clients through personalized financial strategies. This role requires significant experience in financial services and a proven track record in client...
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