Relationship Banker

Bank of America

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

Posted 9/23/2026full-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 and self-service banking solutions. Possesses critical thinking and problem-solving abilities to identify and connect clients with appropriate financial solutions.

Highest-signal resume keywords

Client EngagementFinancial Services KnowledgeCash Handling ExperienceSales 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

Certifications & Qualifications

Bachelor's DegreeAssociate's Degree

Industry Keywords

Financial ServicesRisk CultureOperational ExcellenceSales GoalsCompliance

About the role

Key responsibilities & impact

Engage clients in the lobby and educate them on self-service resources
Assist clients with mobile banking, online banking, and ATM transactions
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 strive for operational excellence
Build client relationships to meet financial needs
Follow established processes, guidelines, laws, and regulations
Partner with small business, lending, and investment experts 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 based on business needs

Requirements

What you’ll need

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
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
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’s Degree such as business management, business administration or finance preferred
FDIC/loan Originator hiring restrictions apply

Benefits

Comp & perks

Base salary compensation; not incentive eligible
Benefits eligible
Paid time off
Resources and support for employees
Opportunities to learn, grow, and make an impact
Workplace commitment to teammates’ physical, emotional, and financial wellness