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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, ATM, and other 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 products and self-service banking solutions. Proven ability to manage cash transactions and adhere to regulatory guidelines, ensuring operational excellence and a positive client experience.
Highest-signal resume keywords
Financial Services ExperienceCash Handling ExperienceSales ExperienceClient Relationship ManagementEffective Communication
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 ProcessingFinancial Services Products KnowledgeSelf-Service Banking EducationTime ManagementProblem-Solving
Soft Skills
Relationship-BuildingEnthusiasmMotivationAdaptabilityCritical Thinking
Tools & Technologies
Mobile BankingOnline BankingATM
Certifications & Qualifications
High School DiplomaGEDAssociate's DegreeBachelor's Degree
Industry Keywords
Operational ExcellenceRisk CultureClient ExperienceSales GoalsFinancial Center Management
About the role
Key responsibilities & impact- Engage clients in the lobby to educate and assist with transactions through mobile banking, online banking, ATM, and other self-service resources
- Accurately and efficiently process cash transactions
- Hold deep conversations to understand clients’ financial and life priorities
- Connect clients with solutions aligned to their financial goals
- Execute the bank’s risk culture and pursue operational excellence
- Build relationships with clients to meet financial needs
- Follow established processes and guidelines while adhering to applicable 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
- Effective collaboration and relationship-building skills
- Passion, commitment and drive to improve clients’ financial lives
- Confidence identifying solutions for new and existing clients
- Effective and confident communication; comfortable engaging all clients
- Ability to learn and adapt to new information and technology platforms
- Ability to educate clients on ATM, online banking, and mobile banking self-service transactions
- Strong critical thinking and problem-solving skills
- Adherence to 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
- 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
- High School Diploma / GED / Secondary School or equivalent required
- Bachelor’s Degree or business-relevant Associate’s Degree desired
Benefits
Comp & perks- Affordable, competitive and flexible benefits
- Support for physical, emotional, and financial wellness
- Paid time off
- Resources and support for employees
- Benefits eligibility