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Relationship Banker
Bank of America. Engage clients in the lobby to educate and assist with transactions through mobile banking, online banking, and ATMs .
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 transactions. Proficient in cash handling and adhering to regulatory guidelines to ensure operational excellence.
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 Transactions ProcessingMobile Banking EducationOnline Banking EducationATM Transactions EducationFinancial Needs AssessmentTime ManagementProblem-SolvingProcess AdherenceSales Goal AchievementFinancial Products Knowledge
Soft Skills
Enthusiastic Self-StarterCollaborationCritical ThinkingAdaptabilityMotivation
Certifications & Qualifications
High School DiplomaGEDAssociate's DegreeBachelor's Degree
Industry Keywords
Financial ServicesRisk CultureOperational ExcellenceClient ExperienceSmall Business Solutions
About the role
Key responsibilities & impact- Engage clients in the lobby to educate and assist with transactions through mobile banking, online banking, and ATMs
- Accurately and efficiently process cash transactions
- Conduct deep 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 processes and guidelines while adhering to laws and regulations
- Partner with experts in small business, lending, and investments
- 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 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 transactions
- 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
- Minimum education requirement: 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 demonstrated 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 such as business management, business administration, or finance
Benefits
Comp & perks- Opportunities to learn, grow, and make an impact
- Inclusive workplace
- Support for physical, emotional, and financial wellness
- Recognition and rewards for performance
- In-office culture with role-specific flexibility
- 40 hours per week