Relationship Banker

Bank of America

. Engage clients in the lobby to educate and assist them with transactions through mobile banking, online banking, and ATM self-service resources .

Posted 9/24/2026full-timeSouthlake • Texas • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong client engagement and relationship-building skills while effectively educating clients on financial services and self-service banking solutions. Possesses critical thinking and problem-solving abilities to identify and connect clients with appropriate financial solutions.

Highest-signal resume keywords

Client EngagementCash HandlingFinancial Services KnowledgeEffective CommunicationSales Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash TransactionsMobile BankingOnline BankingATM Self-ServiceFinancial SolutionsSales GoalsTime ManagementProcess ComplianceProblem-SolvingBilingual Spanish

Soft Skills

Relationship BuildingCollaborationMotivationAdaptabilityCritical Thinking

Certifications & Qualifications

High School DiplomaGEDAssociate Degree in Business ManagementBachelor's Degree in Business AdministrationBachelor's Degree in Finance

Industry Keywords

Financial ServicesRisk CultureOperational ExcellenceClient ExperienceSales Environment

About the role

Key responsibilities & impact

Engage clients in the lobby to educate and assist them with transactions through mobile banking, online banking, and ATM self-service resources
Accurately and efficiently process cash transactions for clients
Conduct deep 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, guidelines, laws, and regulations
Partner with experts in small business, lending, and investments 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 focus on results
Effective collaboration and relationship-building skills
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 skills; 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 transactions
Strong critical thinking and problem-solving skills
Ability to follow established processes and guidelines and comply with applicable laws and regulations
Efficient time and capacity management
Flexibility to work weekends and/or extended hours as needed
Minimum high school diploma, GED, secondary school credential, or equivalent
Desired: experience in financial services and knowledge of financial services products and solutions
Desired: one year of successful sales experience in a salary-plus-incentive environment with individual sales goals
Desired: six months of cash handling experience
Desired: bachelor’s degree or business-relevant associate degree in business management, business administration, or finance
Desired: bilingual Spanish skills, written and verbal

Benefits

Comp & perks

Commitment to an inclusive workplace
Support for teammates’ physical, emotional, and financial wellness
Recognition and rewards for performance
Opportunities to learn, grow, and make an impact
Full-time schedule, 40 hours per week
In-office culture with role-specific flexibility
Potential placement at another financial center within a reasonable commuting distance, subject to applicable law