Relationship Banker

Bank of America

. Engage clients in the lobby and educate them on self-service banking resources .

Posted 10/5/2026full-timeFort Worth • Texas • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core 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 self-service banking technologies. Possesses critical thinking and problem-solving abilities to identify financial solutions that align with clients' needs.

Highest-signal resume keywords

Client EngagementCash Handling ExperienceFinancial Services KnowledgeSales ExperienceEffective Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash Transactions ProcessingMobile BankingOnline BankingATM TransactionsFinancial Products Knowledge

Soft Skills

Relationship BuildingCritical ThinkingProblem-SolvingTime ManagementAdaptability

Tools & Technologies

Self-Service Banking Technologies

Certifications & Qualifications

High School DiplomaGEDAssociate’s DegreeBachelor's Degree

Industry Keywords

Financial ServicesSales GoalsOperational ExcellenceRisk CultureClient Experience

About the role

Key responsibilities & impact

Engage clients in the lobby and educate them on self-service banking resources
Assist clients with mobile banking, online banking, and ATM transactions
Process cash transactions accurately and efficiently
Conduct in-depth conversations to understand clients’ financial and life priorities
Connect clients with solutions that meet their financial goals
Execute the bank’s risk culture and pursue operational excellence
Build relationships with clients to meet financial needs
Partner with experts in small business, lending, and investments
Manage financial center traffic, appointments, and outbound calls
Drive the client experience
Manage cash responsibilities
Train at one financial center and potentially move to another location within a reasonable commuting distance based on business needs

Requirements

What you’ll need

High School Diploma / GED / Secondary School or equivalent
Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results
Ability to collaborate effectively and build strong relationships
Passion, commitment, and drive to improve clients’ financial lives
Confidence identifying solutions for new and existing clients based on their needs
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 technologies
Strong critical thinking and problem-solving skills
Ability to follow established processes and guidelines and comply with laws and regulations
Efficient time and capacity management
Ability to work weekends and/or extended hours
Ability to travel to any financial center location within a reasonable distance
Experience in financial services and knowledge of financial services products and solutions preferred
One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals preferred
Six months of cash handling experience preferred
Bachelor's Degree or business-relevant Associate’s Degree preferred

Benefits

Comp & perks

Opportunities to learn, grow, and make an impact
Inclusive workplace
Support for teammates’ physical, emotional, and financial wellness
Recognition and rewards for performance
In-office flexibility based on role-specific considerations