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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 ATMs .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client engagement and financial services, focusing on building relationships and providing tailored solutions to meet clients' financial goals. Proficient in cash handling, transaction processing, and educating clients on banking technologies.
Highest-signal resume keywords
Client EngagementCash Handling ExperienceFinancial Services KnowledgeSales ExperienceCommunication 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
Cash TransactionsMobile BankingOnline BankingATM TechnologiesFinancial SolutionsRisk ManagementOperational ExcellenceTime ManagementProblem-SolvingSales Goals
Soft Skills
Relationship BuildingMotivationCollaborationAdaptabilityCritical Thinking
Certifications & Qualifications
High School DiplomaGED
Industry Keywords
Financial ServicesClient ExperienceComplianceFinancial ProductsSelf-Service Technologies
About the role
Key responsibilities & impact- Engage clients in the lobby to educate and assist 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 aligned to 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
- Partner 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- Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results
- Collaborates effectively to build and nurture strong relationships
- Passion, commitment and drive to improve clients’ financial lives
- Ability to identify solutions for new and existing clients based on their needs
- Effective and confident communication; 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 technologies
- Strong critical thinking and problem-solving skills
- Ability to follow established processes, guidelines, laws, and regulations
- Efficient time and capacity management
- Results-focused while acting in the client’s best interest
- Must be able to work weekends and/or extended hours, including assignment to any financial center within a reasonable distance
- Minimum high school diploma, GED, secondary school, or equivalent
- Experience in financial services and knowledge of financial services industry, 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
Benefits
Comp & perks- Industry-leading benefits
- Paid time off
- Resources and support to employees
- Base salary compensation
- Benefits eligibility