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 .

Posted 10/1/2026full-timePleasant Hill • California • United StatesMid-LevelSenior💰 $25 - $27 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong client engagement and relationship-building capabilities while effectively educating clients on mobile banking, online banking, and ATM self-service technologies. Possesses critical thinking and problem-solving skills to identify tailored financial solutions and ensure compliance with established processes and regulations.

Highest-signal resume keywords

Client EngagementCash Transaction ProcessingFinancial Needs AssessmentCompliance with RegulationsEffective Communication

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills

Cash Transaction ProcessingMobile BankingOnline BankingATM Self-ServiceFinancial Needs Assessment

Soft Skills

Relationship BuildingCritical ThinkingProblem SolvingTime ManagementCollaboration

Tools & Technologies

Self-Service TechnologiesBanking Platforms

Certifications & Qualifications

High School DiplomaGED

Industry Keywords

Financial ServicesRisk CultureOperational ExcellenceClient ExperienceSmall Business Lending

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
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 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
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 intense 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 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 applicable laws and regulations
Efficient time and capacity management
Must be able to work weekends and/or extended hours, potentially at any financial center within a reasonable commuting distance
Minimum education requirement: High School Diploma / GED / Secondary School or equivalent
FDIC hiring restrictions apply based on specified criminal history

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for physical, emotional, and financial wellness
Opportunities to learn, grow, and make an impact
Paid time off
Resources and support to employees
Base salary compensation
Benefits eligibility