Relationship Banker

Bank of America

. Engage clients in the lobby and educate and assist them with transactions through mobile banking, online banking, and ATM self-service resources .

Posted 10/26/2026full-timeMesa • Arizona • United StatesJuniorWebsite

Core Competencies

Role fit

Core 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 cash handling, transaction processing, and relationship building. Proficient in educating clients on mobile and online banking solutions while adhering to regulatory guidelines.

Highest-signal resume keywords

Cash Handling ExperienceFinancial Services KnowledgeClient Relationship ManagementEffective Communication SkillsSales Experience

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Cash Transactions ProcessingMobile Banking EducationOnline Banking EducationATM Self-Service TechnologiesFinancial Solutions IdentificationTime ManagementProblem-SolvingCritical ThinkingSales Goal AchievementOperational Excellence

Soft Skills

Enthusiastic Self-StarterMotivatedCollaborativeStrong Work EthicAdaptability

Certifications & Qualifications

Bachelor’s DegreeAssociate’s Degree in Business ManagementAssociate’s Degree in Business AdministrationAssociate’s Degree in Finance

Industry Keywords

Financial ServicesClient ExperienceRisk CultureRegulatory ComplianceSmall Business Partnerships

About the role

Key responsibilities & impact

Engage clients in the lobby and educate and assist them with transactions through mobile banking, online banking, and ATM self-service resources
Accurately and efficiently process cash transactions
Conduct 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
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

Requirements

What you’ll need

Must be able to work weekends and/or extended hours
May be scheduled at any financial center location within a reasonable distance
5% travel
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
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 self-service technologies
Strong critical thinking and problem-solving skills
Ability to follow established processes, guidelines, laws, and regulations
Efficient time and capacity management
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

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for teammates’ physical, emotional, and financial wellness
Opportunities to learn, grow, and make an impact
Career development opportunities