Relationship Banker

Bank of America

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

Posted 9/22/2026full-timeSan Diego • 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 skills while effectively educating clients on financial services, including mobile and online banking. Possesses a solid understanding of cash handling and operational excellence within the financial services industry.

Highest-signal resume keywords

Client EngagementCash 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 AssistanceOnline Banking AssistanceATM Transactions EducationFinancial Services Products Knowledge

Soft Skills

Strong Work EthicCollaboration SkillsCritical ThinkingProblem-Solving SkillsTime Management

Certifications & Qualifications

High School DiplomaGED

Industry Keywords

Financial ServicesRisk CultureOperational ExcellenceSales GoalsClient Experience

About the role

Key responsibilities & impact

Engage clients in the lobby and educate them about self-service resources
Assist clients with mobile banking, online banking, and ATM transactions
Accurately and efficiently process cash transactions
Conduct deep conversations to understand clients’ financial and life priorities
Connect clients with solutions aligned to 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
Train at one financial center and potentially move to another location within a reasonable commuting distance

Requirements

What you’ll need

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
Flexibility to work weekends and/or extended hours as needed
Experience in financial services and knowledge of financial services products and solutions (desired)
One year of successful sales experience in a salary-plus-incentive environment with individual sales goals (desired)
Six months of cash handling experience (desired)
High School Diploma / GED / Secondary School or equivalent
FDIC/loan Originator hiring restrictions apply

Benefits

Comp & perks

Industry-leading benefits
Paid time off
Resources and support to employees
Base salary compensation
Benefits eligibility