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Relationship Banker
Bank of America. Engage clients in the lobby and educate them on self-service banking 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 self-service banking technologies. Possesses a solid understanding of financial services products and solutions, with a focus on achieving client financial goals.
Highest-signal resume keywords
Client Relationship ManagementCash Handling ExperienceFinancial Services KnowledgeEffective Communication SkillsSales Experience
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 BankingOnline BankingATM TransactionsFinancial Needs AssessmentRisk Culture ExecutionOperational Excellence
Soft Skills
Enthusiastic Self-StarterCollaborationCritical ThinkingProblem-SolvingTime Management
Tools & Technologies
Self-Service Banking Technologies
Certifications & Qualifications
High School DiplomaGEDAssociate's DegreeBachelor's Degree
Industry Keywords
Financial ServicesSales GoalsClient ExperienceFinancial Center Management
About the role
Key responsibilities & impact- Engage clients in the lobby and educate them on self-service banking resources
- Assist clients with mobile banking, online banking, and ATM transactions
- Accurately and efficiently process cash transactions
- Conduct in-depth conversations to understand clients’ financial and life priorities
- Connect clients with solutions that meet their financial goals
- Execute the bank’s risk culture and pursue operational excellence
- Build client relationships to meet financial needs
- Partner with experts in small business, lending, and investments
- Manage financial center traffic, appointments, and outbound calls
- Drive the client experience
- Manage cash responsibilities
- Train at one financial center and potentially move to another location within a reasonable commuting distance based on business needs
Requirements
What you’ll need- Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results
- Ability to collaborate effectively and build 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, guidelines, laws, and regulations
- Efficient time and capacity management
- Must be able to work weekends and/or extended hours
- Must be able to travel to any financial center location within a reasonable distance
- High School Diploma / GED / Secondary School or equivalent
- Desired: experience in financial services and knowledge of financial services products and solutions
- Desired: one year of successful sales experience in a salary plus incentive environment with individual sales goals
- Desired: six months of cash handling experience
- Desired: Bachelor’s Degree or business-relevant Associate’s Degree in business management, business administration, or finance
Benefits
Comp & perks- Inclusive workplace commitment
- Opportunities to learn, grow, and make an impact
- Support for teammates’ physical, emotional, and financial wellness
- Recognition and rewards for performance
- In-office flexibility based on role-specific considerations