Relationship Banker

Bank of America

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

Posted 10/5/2026full-timeBee Cave • Texas • United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client engagement and relationship building, with a strong focus on financial services products and solutions. Proficient in cash handling and transaction processing while adhering to established guidelines and regulations.

Highest-signal resume keywords

Financial Services ExperienceCash Handling ExperienceSales ExperienceClient Relationship ManagementBilingual Spanish Ability

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash Transaction ProcessingMobile Banking EducationOnline Banking EducationATM Self-Service EducationFinancial Product KnowledgeSales Goal AchievementOperational ExcellenceRisk Culture ExecutionTime ManagementProblem-Solving

Soft Skills

Effective CommunicationCollaboration SkillsRelationship-BuildingMotivationAdaptability

Certifications & Qualifications

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

Industry Keywords

Financial ServicesClient ExperienceSales Incentive EnvironmentEstablished ProcessesRegulatory Compliance

About the role

Key responsibilities & impact

Engage clients in the lobby to educate and assist 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 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 and guidelines while adhering to applicable 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

Requirements

What you’ll need

Enthusiastic, highly motivated self-starter with a 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 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
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 is desired
Spanish bilingual ability highly desired

Benefits

Comp & perks

Inclusive workplace commitment
Opportunities to learn, grow, and make an impact
Teammate physical, emotional, and financial wellness support
Recognition and rewards for performance
In-office flexibility based on role-specific considerations
40 hours per week