Senior Banker

6 hours ago

Houston, Texas, United States Bank of America Full time
Job Summary:

As a Senior Banker at Bank of America, you will serve as the first point of contact for financial center clients, helping to uncover their personal banking needs and offering appropriate solutions. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client care.

Responsibilities:

Partner with teams to provide financial center clients with consumer and small business solutions, services, and strategies.
Assist, educate, and train clients on conducting simple transactions through self-service technologies.
Leverage available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy.
Adhere to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping.
Manage client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements.

Requirements:

Has a minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment.
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 helping new and existing clients based on their needs.
Has strong written and verbal communications skills.
Is able to communicate effectively and confidently, and is comfortable engaging all clients (in-person and by phone).
Has the 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.
Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role (exact timeframe varies by location due to differing state laws).
Can be flexible to work weekends and/or extended hours as needed.

Preferred Qualifications:

An associate's degree or bachelor's degree in business, finance, or a related field.
Experience working in a financial center where goals were met or exceeded.
Retail and/or sales experience in a salary plus incentive environment.
Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded.
Experience with financial information, spreadsheets, and financial skills.
Knowledge of banking products and services.
Strong computer skills, including MS applications, and previous experience utilizing laptop technology.
Skills: Active Listening, 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

  • Senior Private Banker

    6 days ago

    Houston, Texas, United States Financial Recruiters International Full time

    Our client, a Regional Private Bank in Houston, is seeking a skilled Senior Private Banker to join their team.Key Highlights:Competitive quarterly bonuses with transparent compensation packages.Flexible work arrangements, including in-office, hybrid, or remote options.A dynamic role that combines banking and wealth management with business development...

  • Senior Healthcare Transactions Attorney

    2 days ago

    Houston, Texas, United States Advocates Legal Recruiting Full time

    Elite Opportunity: As a Senior Healthcare Transactions Attorney, you will drive the strategic direction and vision for prestigious clients throughout the healthcare industry. This role requires a savvy attorney passionate about making a substantial impact in healthcare through transactional excellence, particularly in private equity transactions. You will...

  • Investment Banking Senior Analyst

    1 month ago

    Houston, Texas, United States Selby Jennings Full time

    Job Title: Investment Banking Senior AnalystCompany Overview: Selby Jennings is a leading global recruitment agency partnering with top financial institutions to provide exceptional talent solutions.Job Summary: We are seeking an experienced Investment Banking Senior Analyst to join our client's growing team. As a key member of the team, you will have the...

  • Capital Markets Senior Associate

    1 month ago

    Houston, Texas, United States PNC Financial Services Group Full time

    Job DescriptionPNC Financial Services Group is seeking a highly skilled Capital Markets Senior Associate - Sales to join our team. As a key member of our Capital Markets - Energy Derivatives Product Group, you will be based in Houston, Texas.Key ResponsibilitiesContribute to sales activities for specific products or transactions, managing and developing...

  • Investment Banking Senior Associate

    3 weeks ago

    Houston, Texas, United States Blacklock Financial Full time

    About Blacklock FinancialWe are a leading investment bank specializing in innovative financial solutions for clients in the Industrials sector. Our commitment to excellence, teamwork, and integrity fosters a collaborative environment where talent thrives.Position OverviewThe Senior Associate will play a critical role in our investment banking team,...

  • Capital Markets Senior Associate

    1 month ago

    Houston, Texas, United States PNC Financial Services Group Full time

    Job SummaryPNC Financial Services Group is seeking a highly skilled Capital Markets Senior Associate - Sales to join our team. As a key member of our Capital Markets - Energy Derivatives Product Group, you will be responsible for contributing to sales activities for specific products or transactions, managing and developing client relationships, and...

  • A&D Reservoir Engineer

    3 weeks ago

    Houston, Texas, United States Scotiabank Full time

    About the RoleScotiabank is seeking a highly skilled A&D Reservoir Engineer to join our Global Investment Banking - Energy Division in Houston. As a key member of our team, you will contribute to the overall success of our Domestic and International A&D team, ensuring specific individual goals, plans, and initiatives are executed and delivered in support of...

  • Financial Advisor Senior

    6 days ago

    Houston, Texas, United States First Horizon Bank Full time

    About the RoleWe are seeking a highly skilled Financial Advisor Senior to join our team at First Horizon Bank. As a key member of our financial services team, you will be responsible for developing client relationships and partnerships with referral sources inside and outside of the bank.Key ResponsibilitiesDrive growth in your market and achieve revenue and...

  • Corporate Finance Specialist

    6 days ago

    Houston, Texas, United States Madison-Davis, LLC Full time

    Corporate Banker Job DescriptionMadison-Davis, LLC is seeking a skilled Corporate Banker to join our team. As a Corporate Banker, you will be responsible for developing and nurturing relationships with middle-market corporate clients, providing tailored advice on a wide range of corporate finance services.Key Responsibilities:Client Relationship Management:...

  • Senior Managing Director Private Bank

    4 weeks ago

    Houston, Texas, United States Cadence Bank Full time

    Job SummaryA Senior Managing Director - Private Banker at Cadence Bank should act as a trusted advisor to high-net-worth clients, family offices, not-for-profit entities, and professional service firms.The ideal candidate will understand, anticipate, and satisfy the clients' banking and financial needs. They will hold a portfolio of loans and deposits, as...

  • Senior Commercial Banking Specialist

    5 days ago

    Houston, Texas, United States Bank OZK Full time

    Job Title: SVP Commercial BankerJob Summary:We are seeking a highly skilled and experienced SVP Commercial Banker to join our team at Bank OZK. As a key member of our commercial banking team, you will be responsible for developing new commercial business and expanding existing customer relationships.Key Responsibilities:Execute strategic and tactical plans...

  • Senior Community Development Officer

    5 days ago

    Houston, Texas, United States Independent Bank (TX) Full time

    Job Title: Senior Community Development OfficerAt Independent Financial, we are seeking a highly skilled and experienced Senior Community Development Officer to join our team. This role will be responsible for sourcing and identifying community development eligible loans, investments, and service opportunities within the Bank's assigned Assessment Area, in...

  • Senior Portfolio Manager

    2 days ago

    Houston, Texas, United States Sunflower Bank, N.A. Full time

    Job SummarySunflower Bank, N.A. is seeking a seasoned Portfolio Manager to lead our commercial lending team in assessing the creditworthiness of our customers. The ideal candidate will have a strong background in credit analysis and portfolio management, with a focus on maximizing credit quality and minimizing risk.Key ResponsibilitiesConduct thorough...

  • Investment Banking Associate

    4 weeks ago

    Houston, Texas, United States Moelis & Co. Full time

    Moelis & Co. is seeking an experienced Associate to join our Energy group in Houston. As a key member of our team, you will be responsible for financial analysis and modeling, managing a team, preparing client presentations, and interacting with senior bankers and clients. The ideal candidate will possess excellent analytical and presentation skills,...

  • Investment Banking Associate

    5 days ago

    Houston, Texas, United States Jefferies Full time

    Energy Investment Banking AssociateJefferies is seeking a highly skilled Energy Investment Banking Associate to join our team in Houston. As a key member of our Energy group, you will be responsible for delivering exceptional client service and driving business growth through innovative financial solutions.Key Responsibilities:Develop and execute client...

  • Senior Business Analyst Portfolio Manager

    2 days ago

    Houston, Texas, United States Sunflower Bank Full time

    Job SummarySunflower Bank is seeking a seasoned SBA Portfolio Manager to lead our commercial lending team in Houston, TX. The ideal candidate will possess expertise in credit analysis and portfolio management, with a focus on maximizing credit quality and minimizing risk.Conduct thorough financial and credit analysis to assess the creditworthiness of...

  • Investment Banking Analyst

    5 days ago

    Houston, Texas, United States Jefferies Full time

    Energy Team Analyst RoleThe Jefferies Energy team is a leading investment banking team in the world, representing one of the largest dedicated Energy sector teams. Our unique structure combines corporate finance and advisory capabilities with a large technical team of geologists and engineers, delivering superior financial solutions through industry and...

  • Investment Banking Professional

    1 day ago

    Houston, Texas, United States Jefferies Full time

    At Jefferies, we are seeking a highly skilled Investment Banking Professional to join our Energy Transition team in Houston. As a key member of our team, you will be responsible for preparing and participating in client presentations, compiling financial analyses, and drafting marketing materials.Key Responsibilities:Develop and deliver high-quality client...

  • Senior Accounting Manager

    5 days ago

    Houston, Texas, United States Hawaii National Bank 23725 Full time

    About the RoleThis position is responsible for overseeing the day-to-day operations of the Accounting Department and managing the general accounting, budgeting, financial reporting, and tax planning functions of the Bank.Key ResponsibilitiesManage the overall accounting function, including financial reporting, budgeting, and tax planning.Supervise a team of...

  • Investment Banking Analyst/Associate

    4 days ago

    Houston, Texas, United States Jefferies Full time

    Job DescriptionJefferies, a global investment banking firm, is seeking a talented professional to join its Energy Transition team in Houston. As a key member of the team, you will be responsible for advising clients on renewable energy, electric vehicle, and low-carbon fuel projects.Key Responsibilities:Preparing and participating in client presentations to...