Relationship Banker

Bank of America

. Engage clients in the lobby and educate them about self-service banking resources .

Posted 10/5/2026full-timeFeasterville-Trevose • Pennsylvania • United StatesJuniorWebsite

Core Competencies

Role fit

Core 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 sales goals and operational excellence.

Highest-signal resume keywords

Client EngagementCash HandlingFinancial Services KnowledgeSales ExperienceCommunication Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Cash TransactionsMobile BankingOnline BankingATM OperationsFinancial Needs AssessmentRisk ManagementOperational ExcellenceTime ManagementSales Goal AchievementProblem-Solving

Soft Skills

Relationship BuildingCollaborationMotivationAdaptabilityCritical Thinking

Tools & Technologies

Self-Service Banking TechnologiesTechnology Platforms

Certifications & Qualifications

High School DiplomaGEDAssociate's DegreeBachelor's Degree

Industry Keywords

Financial ServicesClient ExperienceSales Incentive EnvironmentEstablished ProcessesRegulations

About the role

Key responsibilities & impact

Engage clients in the lobby and educate them about self-service banking resources
Assist clients with transactions through mobile banking, online banking, and ATMs
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 pursue operational excellence
Build client relationships to meet financial needs
Follow established processes, guidelines, laws, and regulations
Partner with small business, lending, and investment experts 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
Effective collaboration and relationship-building skills
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
Ability to work weekends and/or extended hours, including at any financial center within a reasonable distance
High School Diploma / GED / Secondary School or equivalent
Experience in financial services and knowledge of financial services 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 in business management, business administration, finance, or a related field is desired

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for physical, emotional, and financial wellness
Opportunities to learn, grow, and build a career
In-office collaboration, engagement, and career development support