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 .

Posted 9/24/2026full-timeSouthlake • Texas • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong client engagement and relationship-building skills while effectively educating clients on financial services and solutions. Proficient in cash handling and transaction processing, with a commitment to operational excellence and compliance with regulations.

Highest-signal resume keywords

Client Relationship ManagementCash Handling ExperienceFinancial Services KnowledgeEffective Communication SkillsSales Experience

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 Needs AssessmentSales Goal AchievementTime ManagementProblem-SolvingCompliance with RegulationsFinancial Services Products Knowledge

Soft Skills

Enthusiastic Self-StarterCollaboration SkillsCritical ThinkingAdaptabilityFlexibility

Certifications & Qualifications

High School DiplomaGEDAssociate Degree in Business ManagementBachelor's Degree in Business AdministrationBachelor's Degree in Finance

Industry Keywords

Financial ServicesClient ExperienceOperational ExcellenceRisk CultureSales Incentive Environment

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
Process cash transactions accurately and efficiently
Conduct deep 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 client relationships to meet financial needs
Follow established processes and guidelines while complying with laws and regulations
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

High School Diploma / GED / Secondary School or equivalent
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
Ability to identify solutions for new and existing clients based on their needs
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
Flexibility to work weekends and/or extended hours as needed
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 degree in business management, business administration, or finance preferred
Bilingual Spanish skills, written and verbal, preferred

Benefits

Comp & perks

Inclusive workplace commitment
Support for teammates’ physical, emotional, and financial wellness
Recognition and rewards for performance
Opportunities to learn, grow, and make an impact
In-office culture with role-specific flexibility
Full-time schedule of 40 hours per week