Relationship Banker

Bank of America

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

Posted 9/16/2026full-timeCharlotte • North Carolina • United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong client engagement and relationship-building skills while effectively educating clients on financial services products and self-service banking solutions. Possesses critical thinking and problem-solving abilities to identify and connect clients with tailored financial solutions.

Highest-signal resume keywords

Financial Services ExperienceCash Handling ExperienceSales ExperienceClient Relationship ManagementEffective Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash Transaction ProcessingMobile Banking EducationOnline Banking EducationATM Transaction EducationFinancial Product KnowledgeOperational ExcellenceRisk Culture ExecutionTime ManagementCapacity ManagementSales Goal Achievement

Soft Skills

Enthusiastic Self-StarterMotivatedCollaborativeProblem-SolvingAdaptability

Certifications & Qualifications

High School DiplomaGED

Industry Keywords

Financial Center OperationsClient ExperienceRegulatory ComplianceSmall-Business PartnershipsLending SolutionsInvestment Solutions

About the role

Key responsibilities & impact

Engage clients in the lobby to educate and assist them 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 with solutions that meet their financial goals
Execute the bank’s risk culture and strive for operational excellence
Build client relationships to meet financial needs
Follow established processes, guidelines, 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

Enthusiastic, highly motivated self-starter with a strong work ethic and intense 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 skills; 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 self-service transactions
Strong critical thinking and problem-solving skills
Ability to follow established processes and guidelines and comply with laws and regulations
Efficient time and capacity management
Ability to work weekends and/or extended hours
May be scheduled at any financial center location within a reasonable distance
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
High School Diploma / GED / Secondary School or equivalent minimum education requirement

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for physical, emotional, and financial wellness
Opportunities to learn, grow, and build a career
Inclusive workplace with career development and recognition of performance
In-office culture supporting collaboration, engagement, and career development