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Relationship Banker
Bank of America. Engage clients in the lobby to educate and assist with transactions through mobile banking, online banking, and ATM self-service resources .
Core Competencies
Role fitCore 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 cash handling, transaction processing, and adherence to regulations. Proven ability to build relationships, educate clients on banking technologies, and drive exceptional client experiences.
Highest-signal resume keywords
Cash Handling ExperienceFinancial Services KnowledgeClient Relationship ManagementSales ExperienceEffective Communication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Transaction ProcessingCash TransactionsFinancial Products KnowledgeSales Goals AchievementRisk Culture Execution
Soft Skills
Critical ThinkingProblem-SolvingCollaborationTime ManagementSelf-Motivation
Tools & Technologies
Mobile BankingOnline BankingATM Self-Service Technologies
Certifications & Qualifications
High School DiplomaGEDAssociate's DegreeBachelor's Degree (Desired)
Industry Keywords
Financial ServicesClient ExperienceOperational ExcellenceComplianceBusiness Management
About the role
Key responsibilities & impact- Engage clients in the lobby to educate and assist with transactions through mobile banking, online banking, and ATM self-service resources
- Accurately and efficiently process cash transactions
- Conduct in-depth conversations to understand clients’ financial and life priorities
- Connect clients to 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 and guidelines while adhering to applicable laws and regulations
- Grow business knowledge and network by partnering 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
- 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, guidelines, 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 commuting 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
- Bachelor’s Degree or business-relevant Associate’s Degree such as business management, business administration, or finance (desired)
Benefits
Comp & perks- Affordable, competitive and flexible benefits
- Support for teammates’ physical, emotional, and financial wellness
- Opportunities to learn, grow, and build a career
- In-office flexibility based on role-specific responsibilities and business needs