Relationship Banker

Bank of America

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

Posted 11/7/2026full-timeSanta Ana • California • United StatesMid-LevelSenior💰 $25 - $27 per hourWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates strong client engagement and relationship-building capabilities while effectively educating clients on financial services and transactions. Possesses critical thinking and problem-solving skills to identify solutions that align with clients' financial goals.

Highest-signal resume keywords

Client EngagementCash Handling ExperienceFinancial Services KnowledgeSales ExperienceEffective Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash Transactions ProcessingMobile Banking EducationOnline Banking EducationATM Self-Service EducationFinancial Products KnowledgeSales Goal AchievementTime ManagementCapacity Management

Soft Skills

Relationship-BuildingCollaborationCritical ThinkingProblem-SolvingAdaptability

Certifications & Qualifications

Bachelor's DegreeAssociate's Degree in Business ManagementAssociate's Degree in Business AdministrationAssociate's Degree in Finance

Industry Keywords

Financial ServicesRisk CultureOperational ExcellenceFDIC ComplianceLoan Originators Regulations

About the role

Key responsibilities & impact

Engage clients in the lobby and educate and assist them 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, guidelines, laws and regulations
Partner with experts in small business, lending and investments to grow business knowledge and network
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

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 skills
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
Must be able to work weekends and/or extended hours
May be scheduled at any financial center location within a reasonable distance
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 (desired)
Subject to FDIC and Loan Originators criminal-history hiring restrictions

Benefits

Comp & perks

Industry-leading benefits
Paid time off
Resources and support for employees
Base salary compensation
Full-time schedule of 40 hours per week