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 10/5/2026full-timeSan Bernardino • California • 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 client engagement and relationship-building skills while effectively educating clients on mobile banking, online banking, and ATM technologies. Possesses critical thinking and problem-solving abilities to identify solutions that align with clients' financial goals.

Highest-signal resume keywords

Client EngagementCash HandlingFinancial Services ExperienceSales ExperienceBilingual in Spanish

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash TransactionsMobile BankingOnline BankingATM Self-ServiceFinancial Needs AssessmentProcess ComplianceTime ManagementSales Goals AchievementProblem SolvingCritical Thinking

Soft Skills

Effective CommunicationRelationship BuildingCollaborationMotivationAdaptability

Certifications & Qualifications

High School DiplomaGEDAssociate's DegreeBachelor's Degree

Industry Keywords

Financial ServicesRisk CultureOperational ExcellenceClient ExperienceLendingInvestmentsSales EnvironmentFDIC Compliance

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 for clients
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
Partner with experts in small business, lending, and investments to grow business knowledge and network
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
Effective and confident communication skills
Ability to identify solutions for new and existing clients based on their needs
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
Flexibility to work weekends and/or extended hours as needed
FDIC/loan originator criminal-history hiring restrictions apply
Financial services experience and industry knowledge 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's Degree preferred
Bilingual in Spanish preferred

Benefits

Comp & perks

Industry-leading benefits
Paid time off
Resources and support to employees
Base salary compensation
Full-time schedule of 40 hours per week