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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 strong client engagement and communication skills while effectively managing cash transactions and adhering to financial regulations. Possesses the ability to educate clients on banking technologies and drive a positive client experience.
Highest-signal resume keywords
Client EngagementCash Handling ExperienceFinancial Services KnowledgeSales ExperienceCritical Thinking
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 Transactions ProcessingMobile Banking EducationOnline Banking EducationATM Self-Service EducationTime Management
Soft Skills
CommunicationProblem-SolvingFlexibilityRelationship Building
Certifications & Qualifications
High School DiplomaGED
Industry Keywords
Financial ServicesSales GoalsOperational ExcellenceRisk CultureFinancial Products
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 that meet financial goals
- Execute the bank’s risk culture and strive for operational excellence
- Build relationships with clients to meet financial needs
- Follow established processes and guidelines while adhering to 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- High School Diploma / GED / Secondary School or equivalent
- Ability to engage clients and confidently communicate
- 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
- Flexibility to work weekends and/or extended hours as needed
- Experience in financial services and knowledge of financial services industry, products, and solutions preferred
- One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals preferred
- Six months of cash handling experience preferred
- Vietnamese or Spanish preferred
- Bachelor’s degree or business-relevant associate degree preferred
Benefits
Comp & perks- Benefits eligible
- Paid time off
- Resources and support for employees
- Base salary compensation
- 40 hours per week