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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
Financial Services ExperienceCash Handling ExperienceClient 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
Cash Transaction ProcessingMobile Banking EducationOnline Banking EducationATM Self-Service EducationFinancial Needs AssessmentOperational ExcellenceRisk Culture ExecutionTime ManagementProblem-SolvingSales Goal Achievement
Soft Skills
Enthusiastic Self-StarterCollaboration SkillsRelationship-Building SkillsAdaptabilityCritical Thinking
Certifications & Qualifications
High School DiplomaGEDSecondary School Equivalent
Industry Keywords
Financial Center OperationsClient ExperienceFinancial GoalsGuidelines ComplianceSmall Business Partnership
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 with solutions aligned to their financial goals
- Execute the bank’s risk culture and pursue operational excellence
- Build client relationships to meet financial needs
- Follow established processes, guidelines, laws, and regulations
- Partner with small business, lending, and investment experts 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- Enthusiastic, highly motivated self-starter with a strong work ethic and results focus
- Effective collaboration and relationship-building skills
- Passion, commitment, and drive to improve clients’ financial lives
- Confidence identifying client solutions based on 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 self-service 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
- One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
- Six months of cash handling experience
- High School Diploma / GED / Secondary School or equivalent
Benefits
Comp & perks- Benefits eligible
- Paid time off
- Resources and support for employees
- Flexible benefits
- Physical, emotional, and financial wellness support
- Opportunities to learn, grow, and build a career