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Relationship Banker
Bank of America. Engage clients in the lobby to educate and assist them with transactions through mobile banking, online banking, and ATM self-service resources .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client engagement and financial services, with a strong focus on relationship-building and effective communication. Proficient in cash handling and educating clients on self-service banking technologies while adhering to compliance and operational excellence.
Highest-signal resume keywords
Financial Services ExperienceCash Handling ExperienceSales ExperienceEffective Communication SkillsBilingual Vietnamese
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Cash Transactions ProcessingSelf-Service Banking TechnologiesMobile BankingOnline BankingATM OperationsFinancial Products KnowledgeSales Goal AchievementTime ManagementProblem-SolvingCritical Thinking
Soft Skills
Relationship-BuildingCollaborationAdaptabilityWork EthicClient Experience Focus
Industry Keywords
BankingFinancial GoalsOperational ExcellenceRisk CultureComplianceBusiness ManagementBusiness AdministrationFinance
About the role
Key responsibilities & impact- Engage clients in the lobby to educate and assist them with transactions through mobile banking, online banking, and ATM self-service resources
- Accurately and efficiently process cash transactions for clients
- Have deep conversations with clients to understand their 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 and guidelines while adhering to applicable laws and regulations
- Grow business knowledge and network by partnering 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- 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 self-service banking technologies, including ATM, online banking, and mobile banking
- 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
- 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 degree such as business management, business administration, or finance
- Bilingual Vietnamese highly desired
Benefits
Comp & perks- Competitive benefits supporting physical, emotional, and financial well-being
- Benefits for employees and their families
- Flexible work arrangements depending on role
- Opportunities to learn, grow, and make an impact