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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 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 products, mobile banking, and cash transactions. Exhibits critical thinking, problem-solving abilities, and adherence to established processes and regulations to drive operational excellence.
Highest-signal resume keywords
Financial Services ExperienceCash Handling ExperienceSales ExperienceBilingual Skills in SpanishEffective 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 Transactions ProcessingMobile Banking EducationOnline Banking EducationATM Transactions EducationFinancial Services Products KnowledgeSales Goal AchievementTime ManagementCapacity Management
Soft Skills
Strong Work EthicCollaborationRelationship BuildingCritical ThinkingProblem Solving
Industry Keywords
Risk CultureOperational ExcellenceFinancial GoalsClient ExperienceEstablished ProcessesLaws and Regulations
About the role
Key responsibilities & impact- Engage clients in the lobby to educate and assist 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 and guidelines while adhering to applicable laws and regulations
- Grow business knowledge and network by partnering 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- High School Diploma / GED / Secondary School or equivalent
- Strong work ethic and focus on results
- Ability to collaborate and build relationships
- Effective and confident communication
- 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
- Flexibility to work weekends and/or extended hours as needed
- 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 degree such as business management, business administration, or finance (desired)
- Bilingual skills in Spanish (desired)
Benefits
Comp & perks- Competitive benefits supporting physical, emotional, and financial well-being
- Benefits for employees and their families
- Flexibility depending on role
- Opportunities to learn, grow, and make an impact