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Relationship Banker
Bank of America. Engage clients in the lobby to educate and assist them with transactions through mobile banking, online banking, and ATM self-service resources .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong client engagement and relationship-building skills while effectively educating clients on financial services and self-service technologies. Possesses critical thinking and problem-solving abilities to identify solutions that align with clients' financial goals.
Highest-signal resume keywords
Client EngagementCash Handling ExperienceFinancial Services KnowledgeSales ExperienceEffective Communication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Cash Transaction ProcessingMobile Banking EducationOnline Banking EducationATM Self-Service EducationTime ManagementProblem-SolvingCompliance with RegulationsSales Goal AchievementFinancial Product KnowledgeOperational Excellence
Soft Skills
Relationship BuildingCollaborationEnthusiasmMotivationAdaptability
Certifications & Qualifications
Bachelor's DegreeAssociate's Degree in Business ManagementAssociate's Degree in Business AdministrationAssociate's Degree in Finance
Industry Keywords
Financial ServicesRisk CultureClient ExperienceSmall Business SolutionsLendingInvestmentsSales EnvironmentFDIC ComplianceLoan Originators RegulationsFinancial Center Operations
About the role
Key responsibilities & impact- Engage clients in the lobby to educate and assist them with transactions through mobile banking, online banking, and ATM self-service resources
- Accurately and efficiently process cash transactions
- Conduct in-depth conversations to understand clients’ financial and life priorities
- Connect clients to solutions that meet their financial goals
- Execute the bank’s risk culture and strive for operational excellence
- Build relationships with clients to meet financial needs
- Follow established processes, guidelines, laws, and regulations
- Partner with experts in small business, lending, and investments to grow business knowledge and networks
- Manage financial center traffic, appointments, and outbound calls
- Drive the client experience
- Manage cash responsibilities
Requirements
What you’ll need- Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results
- Collaborates effectively and builds strong relationships
- Passion, commitment and drive to improve clients' financial lives
- Ability to identify solutions for new and existing clients based on their needs
- Effective and confident communication skills
- Ability to learn and adapt to new information and technology platforms
- Ability to educate clients on ATM, online banking, and mobile banking self-service technologies
- Strong critical thinking and problem-solving skills
- Ability to follow established processes and guidelines and comply with applicable laws and regulations
- Efficient time and capacity management
- Focus on results while acting in the best interest of the client
- Ability to work weekends and/or extended hours, including scheduling at any financial center within a reasonable commuting distance
- 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’s degree such as business management, business administration, or finance (desired qualification)
- Subject to FDIC and Loan Originators hiring restrictions related to specified criminal history
Benefits
Comp & perks- Industry-leading benefits
- Paid time off
- Resources and support for employees
- Base salary compensation
- Benefits eligibility