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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 relationship building, with a strong focus on financial services products and solutions. Proficient in cash handling and transaction processing while adhering to established guidelines and regulations.
Highest-signal resume keywords
Client EngagementCash Handling ExperienceFinancial Services KnowledgeEffective Communication SkillsSales Experience
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 TransactionsFinancial Services ProductsSales GoalsOperational ExcellenceRisk CultureProcess AdherenceTime Management
Soft Skills
Relationship BuildingCritical ThinkingProblem SolvingAdaptabilityMotivation
Certifications & Qualifications
High School DiplomaGED
Industry Keywords
Financial ServicesClient ExperienceSmall BusinessLendingInvestment
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 deep conversations to understand clients’ financial and life priorities
- Connect clients to solutions aligned with their financial goals
- Execute the bank’s risk culture and pursue operational excellence
- Build client relationships to meet financial needs
- Follow established processes and guidelines while adhering to applicable 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 focus on results
- Effective collaboration and relationship-building skills
- Passion, commitment, and drive to improve clients’ financial lives
- Confidence identifying solutions for new and existing clients
- 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
- Must be able to work weekends and/or extended hours
- May be scheduled at any financial center location within a reasonable distance
- 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
- High School Diploma / GED / Secondary School or equivalent
Benefits
Comp & perks- Affordable, competitive and flexible benefits
- Support for physical, emotional, and financial wellness
- Opportunities to learn, grow, and make an impact
- Career development opportunities
- In-office culture supporting collaboration, engagement, and career development