Relationship Banker

Bank of America

. Engage clients in the lobby to educate and assist with transactions through mobile banking, online banking, and ATMs .

Posted 9/29/2026full-timeCathedral City • 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 skills while effectively educating clients on financial services, including mobile banking, online banking, and ATMs. Possesses critical thinking and problem-solving abilities to identify solutions that align with clients' financial goals.

Highest-signal resume keywords

Cash Handling ExperienceFinancial Services KnowledgeSales ExperienceClient Relationship ManagementEffective Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash Transactions ProcessingMobile Banking EducationOnline Banking EducationATM Transactions EducationSales Goal AchievementFinancial Products KnowledgeOperational ExcellenceRisk Culture ExecutionTime ManagementCapacity Management

Soft Skills

Enthusiastic Self-StarterStrong Work EthicCollaborationProblem-SolvingAdaptability

Certifications & Qualifications

High School DiplomaGEDAssociate's DegreeBachelor's Degree (Desired)

Industry Keywords

Financial ServicesClient ExperienceComplianceSales Incentive EnvironmentFinancial Goals

About the role

Key responsibilities & impact

Engage clients in the lobby to educate and assist with transactions through mobile banking, online banking, and ATMs
Accurately and efficiently process cash transactions
Conduct deep conversations to understand clients' financial and life priorities
Connect clients to solutions that meet financial goals
Execute the bank's risk culture and strive for operational excellence
Build client relationships to meet financial needs
Follow established processes and guidelines while complying with laws and regulations
Partner 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 focus on results
Ability to collaborate effectively and build 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 ATM, online banking, and mobile banking transactions
Strong critical thinking and problem-solving skills
Ability to follow established processes, guidelines, laws, and regulations
Efficient time and capacity management
Must be able to work weekends and/or extended hours, including at any financial center within a reasonable distance
Experience in financial services and knowledge of financial services industry, 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 (desired qualification)

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for physical, emotional, and financial wellness
Paid time off
Resources and support for employees
Base salary compensation
Benefits eligibility