Relationship Banker

Bank of America

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

Posted 9/24/2026full-timeAustin • Texas • United StatesJuniorWebsite

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 banking solutions and managing cash transactions. Proven ability to build relationships, follow regulatory guidelines, and drive exceptional client experiences.

Highest-signal resume keywords

Client EngagementFinancial Services KnowledgeCash Handling ExperienceSales ExperienceBilingual Spanish Ability

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 Needs AssessmentRegulatory ComplianceTime ManagementProblem-SolvingSales Goal AchievementFinancial Product Knowledge

Soft Skills

Effective CommunicationRelationship BuildingCollaborationAdaptabilityEnthusiasm

Certifications & Qualifications

Bachelor’s DegreeAssociate Degree in Business ManagementAssociate Degree in Business AdministrationAssociate Degree in Finance

Industry Keywords

Self-Service BankingClient ExperienceOperational ExcellenceRisk CultureFinancial Center ManagementSmall-Business PartnershipsLending ExpertiseInvestment Solutions

About the role

Key responsibilities & impact

Engage clients in the lobby and educate them on self-service banking resources
Assist clients with mobile banking, online banking, and ATM transactions
Process cash transactions accurately and efficiently
Conduct in-depth 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 and regulatory guidelines
Partner with small-business, lending, and investment experts
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 focus on results
Effective collaboration and relationship-building abilities
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 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
Flexibility to work weekends and/or extended hours as needed
Spanish bilingual ability highly desired
Experience in financial services and knowledge of financial services products and solutions
One year of 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 degree such as business management, business administration, or finance

Benefits

Comp & perks

Inclusive workplace commitment
Opportunities to learn, grow, and make an impact
Physical, emotional, and financial wellness support
Recognition and rewards for performance
In-office flexibility based on role-specific considerations