Relationship Financial Advisor

2 days ago


Houston, Texas, United States Bank of America Full time
Responsibilities

As a Relationship Banker, your primary responsibilities will include:

  1. Executing the bank's risk culture and striving for operational excellence
  2. Building relationships with clients to meet their financial needs
  3. FOLLOWING ESTABLISHED PROCESSES AND GUIDELINES IN DAILY ACTIVITIES TO DO WHAT IS RIGHT FOR CLIENTS AND THE BANK, ADHERING TO ALL APPLICABLE LAWS AND REGULATIONS
  4. Growing business knowledge and network by partnering with experts in small business, lending, and investments
  5. Managing financial center traffic, appointments, and outbound calls effectively
  6. Driving the client experience
  7. Manages cash responsibilities


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