Relationship Banker

Bank of America

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

Posted 9/29/2026full-timeNew York City • New York • United StatesJunior💰 $25 - $27 per hourWebsite

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 self-service resources. Proficient in cash handling, transaction processing, and adhering to regulatory guidelines to enhance the client experience.

Highest-signal resume keywords

Client Relationship ManagementCash 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 Services Products KnowledgeSales TechniquesTime ManagementProblem-SolvingCritical ThinkingRegulatory Compliance

Soft Skills

Enthusiastic Self-StarterMotivatedCollaborativeAdaptabilityConfidence

Certifications & Qualifications

High School DiplomaGEDAssociate’s DegreeBachelor's Degree (Desired)

Industry Keywords

Financial ServicesClient ExperienceOperational ExcellenceRisk CultureSales Goals

About the role

Key responsibilities & impact

Engage clients in the lobby and educate them on self-service resources
Assist clients with transactions through mobile banking, online banking, and ATMs
Accurately and efficiently process cash transactions
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 client relationships 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

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 transactions
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
One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
Six months of cash handling experience
Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration, or finance (desired)

Benefits

Comp & perks

Industry-leading benefits
Paid time off
Resources and support to employees
In-office culture with role-specific flexibility
Opportunities to learn, grow, and make an impact
Recognition and rewards for performance
Support for physical, emotional, and financial wellness