Relationship Banker

Bank of America

. Engage clients in the lobby and educate them about self-service resources .

Posted 11/6/2026full-timeNaples • Florida • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in client engagement and financial services, with a strong focus on educating clients about self-service banking solutions and managing cash transactions. Proven ability to build relationships, identify client needs, and drive operational excellence while adhering to regulatory guidelines.

Highest-signal resume keywords

Client EngagementCash Handling ExperienceFinancial Services KnowledgeEffective Communication SkillsSales Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash Transactions ProcessingMobile Banking AssistanceOnline Banking EducationATM Transactions SupportFinancial Products Knowledge

Soft Skills

Relationship BuildingCritical ThinkingProblem-SolvingTime ManagementCollaboration

Tools & Technologies

Self-Service TechnologiesBanking Platforms

Certifications & Qualifications

High School DiplomaGEDAssociate DegreeBachelor's Degree

Industry Keywords

Financial ServicesOperational ExcellenceRisk CultureSales GoalsCompliance

About the role

Key responsibilities & impact

Engage clients in the lobby and educate them about self-service resources
Assist clients with mobile banking, online banking, and ATM transactions
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 pursue operational excellence
Build relationships with clients 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
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 and guidelines and comply with applicable laws and regulations
Efficient time and capacity management
Must be able to work weekends and/or extended hours
May be scheduled at any financial center location within a reasonable distance
High school diploma, GED, secondary school qualification, or equivalent required
Experience in financial services and knowledge of financial services products and solutions preferred
One year of successful sales experience in a salary plus incentive environment with individual sales goals preferred
Six months of cash handling experience preferred
Bachelor’s degree or business-relevant associate degree preferred

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for teammates’ physical, emotional, and financial wellness
Opportunities to learn, grow, and make an impact
In-office culture supporting collaboration, engagement, and career development