Relationship Banker

Bank of America

. Engage clients in the lobby to educate and assist them with transactions through mobile banking, online banking, and ATM self-service resources .

Posted 9/22/2026full-timeCastro Valley • California • United StatesJunior💰 $25 - $27 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong cash handling and sales experience within the financial services industry, effectively educating clients on mobile and online banking solutions while building relationships to meet their financial goals.

Highest-signal resume keywords

Cash Handling ExperienceSales ExperienceFinancial Services KnowledgeEffective Communication SkillsCritical Thinking

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 Self-ServiceSales Goals AchievementFinancial Products KnowledgeOperational ExcellenceRisk Culture Execution

Soft Skills

Relationship BuildingProblem-SolvingTime ManagementAdaptability

Industry Keywords

Financial ServicesClient ExperienceComplianceFDIC RegulationsLoan Originators

About the role

Key responsibilities & impact

Engage clients in the lobby to educate and assist them with transactions through mobile banking, online banking, and ATM self-service resources
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 strive for operational excellence
Build relationships with clients to meet financial needs
Follow established processes and guidelines
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

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Must be able to work weekends and/or extended hours
Must be able to work at any financial center location within a reasonable commuting distance
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
Effective communication and relationship-building skills
Efficient time and capacity management
Six months of cash handling experience
One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
Experience in financial services and knowledge of financial services industry, products and solutions
Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance (desired qualification)
Must adhere to applicable laws and regulations
FDIC and Loan Originators hiring restrictions apply

Benefits

Comp & perks

Industry-leading benefits
Paid time off
Resources and support to employees
In-office flexibility based on role-specific responsibilities and business needs
Opportunities to learn, grow, and make an impact
Recognition and rewarding of performance
Support for physical, emotional, and financial wellness
Affordable, competitive and flexible benefits