Relationship Banker

Bank of America

. Engage clients in the lobby to educate and assist them with transactions through self-service resources .

Posted 9/29/2026full-timeYorktown Heights • New York • 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 cash handling skills and the ability to educate clients on self-service technologies while effectively managing client relationships to meet financial goals. Exhibits critical thinking, problem-solving abilities, and a commitment to operational excellence within the financial services industry.

Highest-signal resume keywords

Cash Handling ExperienceClient Relationship ManagementFinancial Services KnowledgeEffective CommunicationSales Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash Transactions ProcessingSelf-Service Technology EducationFinancial Products KnowledgeSales Goal AchievementTime Management

Soft Skills

Strong Work EthicCollaborationCritical ThinkingProblem-SolvingFlexibility

Tools & Technologies

ATMOnline BankingMobile Banking

Industry Keywords

Financial ServicesOperational ExcellenceRisk CultureClient ExperienceBusiness Knowledge

About the role

Key responsibilities & impact

Engage clients in the lobby to educate and assist them with transactions through self-service resources
Accurately and efficiently process cash transactions for clients
Conduct deep conversations to understand clients' 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, guidelines, 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

High School Diploma / GED / Secondary School or equivalent
Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results
Ability to collaborate effectively and build and nurture 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 self-service technologies such as ATM, online banking, and mobile banking
Strong critical thinking and problem-solving skills
Ability to follow established processes and guidelines while adhering to 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 industry, products and solutions (desired)
One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals (desired)
Six months of cash handling experience (desired)
Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration, or finance (desired)

Benefits

Comp & perks

Benefits eligible
Paid time off
Resources and support to employees
Base salary compensation
Not incentive eligible