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 10/26/2026full-timeSarasota • Florida • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in client engagement and financial services, with a strong focus on educating clients about mobile and online banking solutions. Proven ability to build relationships, manage cash transactions, and drive operational excellence while adhering to regulations.

Highest-signal resume keywords

Client EngagementCash HandlingFinancial Services KnowledgeSales ExperienceEffective Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash TransactionsMobile BankingOnline BankingATM Self-ServiceFinancial Products Knowledge

Soft Skills

Critical ThinkingProblem-SolvingRelationship BuildingTime ManagementAdaptability

Certifications & Qualifications

High School DiplomaGED

Industry Keywords

Financial ServicesOperational ExcellenceRisk CultureSales GoalsClient Experience

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 pursue operational excellence
Build relationships with clients to meet financial needs
Follow established processes, guidelines, laws, and regulations
Partner with experts in small business, lending, and investments 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

High School Diploma / GED / Secondary School or equivalent
Must be able to work weekends and/or extended hours
May be scheduled at any financial center location within a reasonable 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
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

Affordable, competitive and flexible benefits
Support for physical, emotional, and financial wellness
Opportunities to learn, grow, and build a career
In-office flexibility based on role-specific responsibilities and business needs